Skip to content
Disclosery

Zhang Financial LLC: VCRB position timeline

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

Zhang Financial LLC held 727,196 VCRB 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 727,196 shares
    Change vs previous 13F +201,837 shares

    1.64% of the 13F portfolio, value $56,163,295.

    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 525,359 shares
    Change vs previous 13F +286,495 shares

    1.41% of the 13F portfolio, value $40,652,303.

    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 238,864 shares
    Change vs previous 13F +201,115 shares

    0.69% of the 13F portfolio, value $18,606,297.

    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 37,749 shares
    Change vs previous 13F +33,971 shares

    0.12% of the 13F portfolio, value $2,959,915.

    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 3,778 shares
    Change vs previous 13F +1,007 shares

    0.01% of the 13F portfolio, value $293,076.

    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 2,771 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,526.

    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).