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Disclosery

Zhang Financial LLC: VTRS position timeline

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

Zhang Financial LLC held 25,004 VTRS 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 25,004 shares
    Change vs previous 13F +2,254 shares

    0.01% of the 13F portfolio, value $397,067.

    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 22,750 shares
    Change vs previous 13F -1,137 shares

    0.01% of the 13F portfolio, value $307,356.

    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 23,887 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $297,388.

    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 23,656 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $234,197.

    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 23,700 shares
    Change vs previous 13F -163 shares

    0.01% of the 13F portfolio, value $211,639.

    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 23,863 shares
    Change vs previous 13F +1,982 shares

    0.01% of the 13F portfolio, value $207,846.

    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 21,881 shares
    Change vs previous 13F +305 shares

    0.02% of the 13F portfolio, value $272,418.

    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 21,576 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,498.

    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).