Skip to content
Disclosery

Zhang Financial LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on IWN, newest first. How the timeline and the estimate are built.

Zhang Financial LLC held 97,906 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,906 shares
    Change vs previous 13F -1,346 shares

    0.63% of the 13F portfolio, value $21,656,797.

    13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,252 shares
    Change vs previous 13F -703 shares

    0.65% of the 13F portfolio, value $18,817,179.

    13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,955 shares
    Change vs previous 13F -2,363 shares

    0.68% of the 13F portfolio, value $18,112,896.

    13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,318 shares
    Change vs previous 13F -2,691 shares

    0.73% of the 13F portfolio, value $18,090,875.

    13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 105,009 shares
    Change vs previous 13F +1,755 shares

    0.76% of the 13F portfolio, value $16,566,193.

    13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 103,254 shares
    Change vs previous 13F +30 shares

    0.82% of the 13F portfolio, value $15,589,331.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,224 shares
    Change vs previous 13F -1,823 shares

    0.97% of the 13F portfolio, value $16,946,364.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 105,047 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $17,523,956.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).