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Disclosery

Zhang Financial LLC: SPEM position timeline

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

Zhang Financial LLC held 16,385 SPEM 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 16,385 shares
    Change vs previous 13F +402 shares

    0.02% of the 13F portfolio, value $848,439.

    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 15,983 shares
    Change vs previous 13F +4,111 shares

    0.03% of the 13F portfolio, value $749,753.

    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 11,872 shares
    Change vs previous 13F -969 shares

    0.02% of the 13F portfolio, value $555,718.

    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 12,841 shares
    Change vs previous 13F +1,049 shares

    0.02% of the 13F portfolio, value $601,080.

    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 11,792 shares
    Change vs previous 13F +5,667 shares

    0.02% of the 13F portfolio, value $503,984.

    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 6,125 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,158.

    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).