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Disclosery

Zhang Financial LLC: IXUS position timeline

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

Zhang Financial LLC held 80,174 IXUS 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 80,174 shares
    Change vs previous 13F +3,380 shares

    0.22% of the 13F portfolio, value $7,651,836.

    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 76,794 shares
    Change vs previous 13F +6,551 shares

    0.23% of the 13F portfolio, value $6,653,469.

    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 70,243 shares
    Change vs previous 13F +61 shares

    0.22% of the 13F portfolio, value $5,945,402.

    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 70,182 shares
    Change vs previous 13F +2,419 shares

    0.24% of the 13F portfolio, value $5,795,620.

    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 67,763 shares
    Change vs previous 13F +3,273 shares

    0.24% of the 13F portfolio, value $5,238,747.

    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 64,490 shares
    Change vs previous 13F +5,564 shares

    0.24% of the 13F portfolio, value $4,502,039.

    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 58,926 shares
    Change vs previous 13F +1,701 shares

    0.22% of the 13F portfolio, value $3,897,358.

    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 57,225 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,156,229.

    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).