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Disclosery

Zhang Financial LLC: NEM position timeline

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

Zhang Financial LLC held 18,505 NEM 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 18,505 shares
    Change vs previous 13F +2,737 shares

    0.05% of the 13F portfolio, value $1,728,339.

    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 15,768 shares
    Change vs previous 13F +124 shares

    0.06% of the 13F portfolio, value $1,706,888.

    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 15,644 shares
    Change vs previous 13F +11,216 shares

    0.06% of the 13F portfolio, value $1,562,093.

    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 4,428 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $373,327.

    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).