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Disclosery

Zhang Financial LLC: VBR position timeline

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

Zhang Financial LLC held 226,097 VBR 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 226,097 shares
    Change vs previous 13F -459 shares

    1.6% of the 13F portfolio, value $54,939,278.

    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 226,556 shares
    Change vs previous 13F -314 shares

    1.7% of the 13F portfolio, value $49,219,397.

    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 226,870 shares
    Change vs previous 13F -9,337 shares

    1.79% of the 13F portfolio, value $48,048,827.

    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 236,207 shares
    Change vs previous 13F -573 shares

    2% of the 13F portfolio, value $49,298,673.

    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 236,780 shares
    Change vs previous 13F -8,253 shares

    2.13% of the 13F portfolio, value $46,174,469.

    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 245,033 shares
    Change vs previous 13F +2,405 shares

    2.41% of the 13F portfolio, value $45,647,258.

    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 242,628 shares
    Change vs previous 13F -316 shares

    2.75% of the 13F portfolio, value $48,084,071.

    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 242,944 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $48,778,202.

    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).