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Disclosery

Zhang Financial LLC: MUB position timeline

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

Zhang Financial LLC held 154,233 MUB 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 154,233 shares
    Change vs previous 13F +52,890 shares

    0.48% of the 13F portfolio, value $16,598,511.

    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 101,343 shares
    Change vs previous 13F +47,685 shares

    0.37% of the 13F portfolio, value $10,757,558.

    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 53,658 shares
    Change vs previous 13F +9,904 shares

    0.21% of the 13F portfolio, value $5,747,348.

    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 43,754 shares
    Change vs previous 13F +11,637 shares

    0.19% of the 13F portfolio, value $4,659,421.

    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 32,117 shares
    Change vs previous 13F -26,920 shares

    0.15% of the 13F portfolio, value $3,355,608.

    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 59,037 shares
    Change vs previous 13F +13,678 shares

    0.33% of the 13F portfolio, value $6,224,819.

    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 45,359 shares
    Change vs previous 13F +4,563 shares

    0.28% of the 13F portfolio, value $4,832,969.

    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 40,796 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,431,692.

    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).