Zhang Financial LLC: KAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on KAI, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 4,926 KAI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 4,926 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,547,897.
13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,926 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,440,116.
13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,926 sharesChange vs previous 13F -165 shares
0.05% of the 13F portfolio, value $1,404,009.
13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,091 sharesChange vs previous 13F +5,091 shares
0.06% of the 13F portfolio, value $1,514,980.
13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -5,091 shares
13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 5,091 sharesChange vs previous 13F -165 shares
0.09% of the 13F portfolio, value $1,715,209.
13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,256 sharesChange vs previous 13F +40 shares
0.1% of the 13F portfolio, value $1,813,267.
13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,216 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,763,008.
13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).