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Zhang Financial LLC: SUB position timeline

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

Zhang Financial LLC held 98,577 SUB 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 98,577 shares
    Change vs previous 13F +25,995 shares

    0.31% of the 13F portfolio, value $10,495,507.

    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 72,582 shares
    Change vs previous 13F -1,649 shares

    0.27% of the 13F portfolio, value $7,730,039.

    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 74,231 shares
    Change vs previous 13F +2,529 shares

    0.3% of the 13F portfolio, value $7,920,488.

    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 71,702 shares
    Change vs previous 13F +800 shares

    0.31% of the 13F portfolio, value $7,656,333.

    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 70,902 shares
    Change vs previous 13F -317 shares

    0.35% of the 13F portfolio, value $7,539,744.

    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 71,219 shares
    Change vs previous 13F +5,301 shares

    0.4% of the 13F portfolio, value $7,520,659.

    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 65,918 shares
    Change vs previous 13F +10,441 shares

    0.4% of the 13F portfolio, value $6,953,075.

    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 55,477 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,891,093.

    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).