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Zhang Financial LLC: VO position timeline

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

Zhang Financial LLC held 376,125 VO 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 376,125 shares
    Change vs previous 13F +282,158 shares

    0.88% of the 13F portfolio, value $30,304,418.

    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 93,967 shares
    Change vs previous 13F +1,613 shares

    0.93% of the 13F portfolio, value $26,985,387.

    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 92,354 shares
    Change vs previous 13F +4,806 shares

    1% of the 13F portfolio, value $26,803,035.

    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 87,548 shares
    Change vs previous 13F +10,328 shares

    1.04% of the 13F portfolio, value $25,716,179.

    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 77,220 shares
    Change vs previous 13F +7,079 shares

    1% of the 13F portfolio, value $21,608,537.

    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 70,141 shares
    Change vs previous 13F +3,256 shares

    0.96% of the 13F portfolio, value $18,139,886.

    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 66,885 shares
    Change vs previous 13F +8,782 shares

    1.01% of the 13F portfolio, value $17,666,332.

    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 58,103 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $15,329,368.

    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).