Zhang Financial LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on META, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 22,042 META shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 22,042 sharesChange vs previous 13F +1,756 shares
0.36% of the 13F portfolio, value $12,415,921.
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 20,286 sharesChange vs previous 13F +2,984 shares
0.4% of the 13F portfolio, value $11,606,271.
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 17,302 sharesChange vs previous 13F +2,420 shares
0.43% of the 13F portfolio, value $11,420,390.
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 14,882 sharesChange vs previous 13F +1,608 shares
0.44% of the 13F portfolio, value $10,928,725.
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 13,274 sharesChange vs previous 13F +564 shares
0.45% of the 13F portfolio, value $9,797,656.
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).
- period ended2025-03-3113F 12,710 sharesChange vs previous 13F +921 shares
0.39% of the 13F portfolio, value $7,325,171.
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 11,789 sharesChange vs previous 13F +691 shares
0.4% of the 13F portfolio, value $6,902,766.
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 11,098 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $6,352,940.
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).