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Disclosery

Zhang Financial LLC: PEP position timeline

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

Zhang Financial LLC held 19,743 PEP 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 19,743 shares
    Change vs previous 13F -745 shares

    0.08% of the 13F portfolio, value $2,673,247.

    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 20,488 shares
    Change vs previous 13F +542 shares

    0.11% of the 13F portfolio, value $3,181,647.

    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 19,946 shares
    Change vs previous 13F +162 shares

    0.11% of the 13F portfolio, value $2,862,714.

    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 19,784 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $2,778,529.

    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 19,762 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $2,609,354.

    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 19,780 shares
    Change vs previous 13F -458 shares

    0.16% of the 13F portfolio, value $2,965,852.

    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 20,238 shares
    Change vs previous 13F +1,330 shares

    0.18% of the 13F portfolio, value $3,077,293.

    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 18,908 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,215,201.

    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).