Zhang Financial LLC: SPTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on SPTS, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 95,459 SPTS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 95,459 sharesChange vs previous 13F -11,211 shares
0.08% of the 13F portfolio, value $2,769,260.
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 106,670 sharesChange vs previous 13F -5,170 shares
0.11% of the 13F portfolio, value $3,112,629.
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 111,840 sharesChange vs previous 13F +12,648 shares
0.12% of the 13F portfolio, value $3,274,682.
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 99,192 sharesChange vs previous 13F +2,390 shares
0.12% of the 13F portfolio, value $2,908,294.
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 96,802 sharesChange vs previous 13F -1,975 shares
0.13% of the 13F portfolio, value $2,835,323.
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 98,777 sharesChange vs previous 13F -33 shares
0.15% of the 13F portfolio, value $2,888,234.
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 98,810 sharesChange vs previous 13F +78 shares
0.16% of the 13F portfolio, value $2,866,482.
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 98,732 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $2,903,700.
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).