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Disclosery

Zhang Financial LLC: SPDW position timeline

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

Zhang Financial LLC held 63,122 SPDW 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 63,122 shares
    Change vs previous 13F +522 shares

    0.09% of the 13F portfolio, value $3,180,693.

    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 62,600 shares
    Change vs previous 13F +13,551 shares

    0.1% of the 13F portfolio, value $2,857,695.

    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 49,049 shares
    Change vs previous 13F -478 shares

    0.08% of the 13F portfolio, value $2,178,272.

    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 49,527 shares
    Change vs previous 13F +3,439 shares

    0.09% of the 13F portfolio, value $2,119,241.

    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 46,088 shares
    Change vs previous 13F -7,662 shares

    0.09% of the 13F portfolio, value $1,866,084.

    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 53,750 shares
    Change vs previous 13F +21,538 shares

    0.1% of the 13F portfolio, value $1,957,047.

    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 32,212 shares
    Change vs previous 13F -1,253 shares

    0.06% of the 13F portfolio, value $1,099,405.

    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 33,465 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,256,934.

    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).