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Disclosery

Zhang Financial LLC: SHY position timeline

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

Zhang Financial LLC held 16,379 SHY 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 16,379 shares
    Change vs previous 13F +3,939 shares

    0.04% of the 13F portfolio, value $1,344,842.

    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 12,440 shares
    Change vs previous 13F +1,063 shares

    0.04% of the 13F portfolio, value $1,027,116.

    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 11,377 shares
    Change vs previous 13F +2,901 shares

    0.04% of the 13F portfolio, value $942,290.

    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 8,476 shares
    Change vs previous 13F -3,099 shares

    0.03% of the 13F portfolio, value $703,119.

    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 11,575 shares
    Change vs previous 13F +409 shares

    0.04% of the 13F portfolio, value $959,065.

    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 11,166 shares
    Change vs previous 13F -1,535 shares

    0.05% of the 13F portfolio, value $923,783.

    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 12,701 shares
    Change vs previous 13F +1,859 shares

    0.06% of the 13F portfolio, value $1,041,177.

    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 10,842 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $901,535.

    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).