Zhang Financial LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on SYK, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 103,679 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 103,679 sharesChange vs previous 13F -120 shares
0.95% of the 13F portfolio, value $32,642,468.
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 103,799 sharesChange vs previous 13F -6,549 shares
1.18% of the 13F portfolio, value $34,107,557.
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 110,348 sharesChange vs previous 13F -3,632 shares
1.45% of the 13F portfolio, value $38,783,764.
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 113,980 sharesChange vs previous 13F +59 shares
1.71% of the 13F portfolio, value $42,134,881.
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 113,921 sharesChange vs previous 13F -333 shares
2.08% of the 13F portfolio, value $45,070,711.
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 114,254 sharesChange vs previous 13F -635 shares
2.25% of the 13F portfolio, value $42,531,005.
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 114,889 sharesChange vs previous 13F +40,784 shares
2.37% of the 13F portfolio, value $41,365,549.
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 74,105 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $26,771,016.
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).