Zhang Financial LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on VB, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 15,440 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 15,440 sharesChange vs previous 13F +5,696 shares
0.14% of the 13F portfolio, value $4,680,213.
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 9,744 sharesChange vs previous 13F +243 shares
0.09% of the 13F portfolio, value $2,552,115.
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 9,501 sharesChange vs previous 13F +145 shares
0.09% of the 13F portfolio, value $2,450,702.
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 9,356 sharesChange vs previous 13F -361 shares
0.1% of the 13F portfolio, value $2,379,035.
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 9,717 sharesChange vs previous 13F +2,726 shares
0.11% of the 13F portfolio, value $2,302,605.
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 6,991 sharesChange vs previous 13F +54 shares
0.08% of the 13F portfolio, value $1,550,157.
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 6,937 sharesChange vs previous 13F +294 shares
0.1% of the 13F portfolio, value $1,666,822.
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 6,643 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,575,687.
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).