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Disclosery

Zhang Financial LLC: SPIB position timeline

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

Zhang Financial LLC held 27,807 SPIB 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 27,807 shares
    Change vs previous 13F -1,863 shares

    0.03% of the 13F portfolio, value $930,434.

    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 29,670 shares
    Change vs previous 13F -11,452 shares

    0.03% of the 13F portfolio, value $995,144.

    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 41,122 shares
    Change vs previous 13F +1,250 shares

    0.05% of the 13F portfolio, value $1,390,312.

    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 39,872 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $1,351,269.

    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 39,829 shares
    Change vs previous 13F +43 shares

    0.06% of the 13F portfolio, value $1,337,443.

    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 39,786 shares
    Change vs previous 13F -269 shares

    0.07% of the 13F portfolio, value $1,322,459.

    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 40,055 shares
    Change vs previous 13F +354 shares

    0.08% of the 13F portfolio, value $1,312,203.

    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 39,701 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,338,301.

    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).