Zhang Financial LLC: VOT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on VOT, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 1,172 VOT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,172 sharesChange vs previous 13F +61 shares
0.01% of the 13F portfolio, value $359,130.
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 1,111 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $285,901.
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 1,111 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $310,107.
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 1,110 sharesChange vs previous 13F -1 shares
0.01% of the 13F portfolio, value $326,133.
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 1,111 sharesChange vs previous 13F -9 shares
0.01% of the 13F portfolio, value $315,869.
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 1,120 sharesChange vs previous 13F +37 shares
0.01% of the 13F portfolio, value $273,920.
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 1,083 sharesChange vs previous 13F -384 shares
0.02% of the 13F portfolio, value $274,860.
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 1,467 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $357,093.
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).