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Disclosery

Zhang Financial LLC: QQQM position timeline

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

Zhang Financial LLC held 9,948 QQQM 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 9,948 shares
    Change vs previous 13F -516 shares

    0.09% of the 13F portfolio, value $3,014,145.

    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 10,464 shares
    Change vs previous 13F +712 shares

    0.09% of the 13F portfolio, value $2,486,368.

    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 9,752 shares
    Change vs previous 13F +407 shares

    0.09% of the 13F portfolio, value $2,466,301.

    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 9,345 shares
    Change vs previous 13F +2,232 shares

    0.09% of the 13F portfolio, value $2,309,113.

    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 7,113 shares
    Change vs previous 13F +195 shares

    0.07% of the 13F portfolio, value $1,615,360.

    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 6,918 shares
    Change vs previous 13F +4,363 shares

    0.07% of the 13F portfolio, value $1,335,380.

    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 2,555 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $537,660.

    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 2,574 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $516,893.

    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).