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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

  1. period ended2026-06-30
    13F 50,223 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,420 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,107 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,068 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,942 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,038 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,056 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,249 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).