Zhang Financial LLC: VYMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on VYMI, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 50,223 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 50,223 sharesChange vs previous 13F -4,197 shares
0.14% of the 13F portfolio, value $4,931,894.
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 54,420 sharesChange vs previous 13F +4,313 shares
0.18% of the 13F portfolio, value $5,128,549.
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 50,107 sharesChange vs previous 13F +39 shares
0.17% of the 13F portfolio, value $4,509,671.
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 50,068 sharesChange vs previous 13F +126 shares
0.17% of the 13F portfolio, value $4,239,746.
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 49,942 sharesChange vs previous 13F -96 shares
0.18% of the 13F portfolio, value $4,000,871.
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 50,038 sharesChange vs previous 13F +3,982 shares
0.19% of the 13F portfolio, value $3,687,288.
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 46,056 sharesChange vs previous 13F +6,807 shares
0.18% of the 13F portfolio, value $3,126,280.
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 39,249 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $2,881,632.
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).