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Disclosery

Zhang Financial LLC: UBS position timeline

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

Zhang Financial LLC held 7,061 UBS 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 7,061 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $349,920.

    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 7,061 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $275,855.

    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 7,273 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $336,790.

    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 7,273 shares
    Change vs previous 13F -1,242 shares

    0.01% of the 13F portfolio, value $298,173.

    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 8,515 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $287,991.

    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 8,927 shares
    Change vs previous 13F -31,284 shares

    0.01% of the 13F portfolio, value $273,431.

    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 40,211 shares
    Change vs previous 13F +5,571 shares

    0.07% of the 13F portfolio, value $1,219,207.

    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 34,640 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,070,733.

    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).