Zhang Financial LLC: SPMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on SPMD, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 170,413 SPMD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 170,413 sharesChange vs previous 13F -1,506 shares
0.34% of the 13F portfolio, value $11,513,055.
13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 171,919 sharesChange vs previous 13F -4,332 shares
0.35% of the 13F portfolio, value $10,181,050.
13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 176,251 sharesChange vs previous 13F +3,179 shares
0.38% of the 13F portfolio, value $10,206,711.
13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 173,072 sharesChange vs previous 13F +20,005 shares
0.4% of the 13F portfolio, value $9,897,970.
13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 153,067 sharesChange vs previous 13F +10,489 shares
0.38% of the 13F portfolio, value $8,323,784.
13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 142,578 sharesChange vs previous 13F +27,083 shares
0.39% of the 13F portfolio, value $7,297,127.
13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 115,495 sharesChange vs previous 13F +22,228 shares
0.36% of the 13F portfolio, value $6,316,424.
13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 93,267 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $5,099,858.
13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).