Zhang Financial LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on ORCL, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 7,434 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 7,434 sharesChange vs previous 13F +475 shares
0.03% of the 13F portfolio, value $1,089,569.
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 6,959 sharesChange vs previous 13F +1,183 shares
0.04% of the 13F portfolio, value $1,023,764.
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 5,776 sharesChange vs previous 13F +53 shares
0.04% of the 13F portfolio, value $1,125,755.
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 5,723 sharesChange vs previous 13F -296 shares
0.07% of the 13F portfolio, value $1,609,562.
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 6,019 sharesChange vs previous 13F -551 shares
0.06% of the 13F portfolio, value $1,315,822.
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 6,570 sharesChange vs previous 13F +45 shares
0.05% of the 13F portfolio, value $918,613.
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 6,525 sharesChange vs previous 13F +215 shares
0.06% of the 13F portfolio, value $1,087,352.
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 6,310 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,075,241.
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).