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Disclosery

Zhang Financial LLC: IWR position timeline

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

Zhang Financial LLC held 19,397 IWR 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 19,397 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $2,139,919.

    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 19,391 shares
    Change vs previous 13F -142 shares

    0.07% of the 13F portfolio, value $1,885,426.

    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 19,533 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $1,880,478.

    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 19,524 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $1,885,067.

    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 19,517 shares
    Change vs previous 13F -104 shares

    0.08% of the 13F portfolio, value $1,794,967.

    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 19,621 shares
    Change vs previous 13F +14,320 shares

    0.09% of the 13F portfolio, value $1,669,188.

    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 5,301 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $468,581.

    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 5,262 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $463,831.

    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).