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Disclosery

Zhang Financial LLC: TIP position timeline

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

Zhang Financial LLC held 15,922 TIP 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 15,922 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,742,341.

    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 15,922 shares
    Change vs previous 13F -2,849 shares

    0.06% of the 13F portfolio, value $1,757,150.

    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 18,771 shares
    Change vs previous 13F +1,851 shares

    0.08% of the 13F portfolio, value $2,063,118.

    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 16,920 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,881,839.

    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 16,920 shares
    Change vs previous 13F -1,953 shares

    0.09% of the 13F portfolio, value $1,861,872.

    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 18,873 shares
    Change vs previous 13F -3,446 shares

    0.11% of the 13F portfolio, value $2,096,602.

    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 22,319 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $2,378,091.

    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 22,396 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,474,029.

    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).