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Disclosery

Zhang Financial LLC: VUSB position timeline

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

Zhang Financial LLC held 99,319 VUSB 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 99,319 shares
    Change vs previous 13F +62,861 shares

    0.14% of the 13F portfolio, value $4,944,105.

    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 36,458 shares
    Change vs previous 13F -4,955 shares

    0.06% of the 13F portfolio, value $1,815,075.

    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 41,413 shares
    Change vs previous 13F +23,433 shares

    0.08% of the 13F portfolio, value $2,064,028.

    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 17,980 shares
    Change vs previous 13F -119 shares

    0.04% of the 13F portfolio, value $898,897.

    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 18,099 shares
    Change vs previous 13F +11,972 shares

    0.04% of the 13F portfolio, value $902,520.

    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 6,127 shares
    Change vs previous 13F +1,209 shares

    0.02% of the 13F portfolio, value $305,446.

    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 4,918 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,043.

    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).