Zhang Financial LLC: VOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on VOE, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 10,663 VOE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 10,663 sharesChange vs previous 13F +23 shares
0.06% of the 13F portfolio, value $2,107,032.
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 10,640 sharesChange vs previous 13F -1,569 shares
0.07% of the 13F portfolio, value $1,960,645.
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 12,209 sharesChange vs previous 13F +588 shares
0.08% of the 13F portfolio, value $2,165,449.
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 11,621 sharesChange vs previous 13F +2,942 shares
0.08% of the 13F portfolio, value $2,028,765.
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 8,679 sharesChange vs previous 13F +1,105 shares
0.07% of the 13F portfolio, value $1,427,432.
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 7,574 sharesChange vs previous 13F +547 shares
0.06% of the 13F portfolio, value $1,216,008.
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 7,027 sharesChange vs previous 13F +126 shares
0.07% of the 13F portfolio, value $1,136,726.
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 6,901 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,157,126.
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).