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Disclosery

Zhang Financial LLC: SPTM position timeline

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

Zhang Financial LLC held 257,479 SPTM 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 257,479 shares
    Change vs previous 13F -25,800 shares

    0.68% of the 13F portfolio, value $23,376,474.

    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 283,279 shares
    Change vs previous 13F +19,586 shares

    0.77% of the 13F portfolio, value $22,396,051.

    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 263,693 shares
    Change vs previous 13F -3,271 shares

    0.81% of the 13F portfolio, value $21,754,715.

    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 266,964 shares
    Change vs previous 13F +12,068 shares

    0.87% of the 13F portfolio, value $21,530,662.

    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 254,896 shares
    Change vs previous 13F -11,652 shares

    0.88% of the 13F portfolio, value $19,089,180.

    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 266,548 shares
    Change vs previous 13F +74,132 shares

    0.96% of the 13F portfolio, value $18,127,949.

    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 192,416 shares
    Change vs previous 13F +14,405 shares

    0.79% of the 13F portfolio, value $13,744,228.

    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 178,011 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $12,471,493.

    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).