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Disclosery

Zhang Financial LLC: VNQ position timeline

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

Zhang Financial LLC held 39,319 VNQ 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 39,319 shares
    Change vs previous 13F -2,945 shares

    0.11% of the 13F portfolio, value $3,791,524.

    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 42,264 shares
    Change vs previous 13F +35 shares

    0.13% of the 13F portfolio, value $3,748,795.

    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 42,229 shares
    Change vs previous 13F -4,893 shares

    0.14% of the 13F portfolio, value $3,736,899.

    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 47,122 shares
    Change vs previous 13F -6,841 shares

    0.18% of the 13F portfolio, value $4,307,861.

    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 53,963 shares
    Change vs previous 13F -2,647 shares

    0.22% of the 13F portfolio, value $4,805,907.

    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 56,610 shares
    Change vs previous 13F -118 shares

    0.27% of the 13F portfolio, value $5,125,438.

    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 56,728 shares
    Change vs previous 13F +1,015 shares

    0.29% of the 13F portfolio, value $5,053,316.

    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 55,713 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,427,527.

    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).