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Disclosery

Zhang Financial LLC: V position timeline

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

Zhang Financial LLC held 8,914 V 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 8,914 shares
    Change vs previous 13F +882 shares

    0.09% of the 13F portfolio, value $3,058,485.

    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 8,032 shares
    Change vs previous 13F +1,879 shares

    0.08% of the 13F portfolio, value $2,427,465.

    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 6,153 shares
    Change vs previous 13F -318 shares

    0.08% of the 13F portfolio, value $2,157,830.

    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 6,471 shares
    Change vs previous 13F +210 shares

    0.09% of the 13F portfolio, value $2,209,090.

    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 6,261 shares
    Change vs previous 13F +435 shares

    0.1% of the 13F portfolio, value $2,223,002.

    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 5,826 shares
    Change vs previous 13F -453 shares

    0.11% of the 13F portfolio, value $2,041,710.

    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 6,279 shares
    Change vs previous 13F +658 shares

    0.11% of the 13F portfolio, value $1,984,459.

    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 5,621 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,545,573.

    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).