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Disclosery

Zhang Financial LLC: XLF position timeline

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

Zhang Financial LLC held 38,988 XLF 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 38,988 shares
    Change vs previous 13F +2,181 shares

    0.06% of the 13F portfolio, value $2,090,129.

    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 36,807 shares
    Change vs previous 13F -20,472 shares

    0.06% of the 13F portfolio, value $1,817,140.

    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 57,279 shares
    Change vs previous 13F +5,988 shares

    0.12% of the 13F portfolio, value $3,137,162.

    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 51,291 shares
    Change vs previous 13F +2,567 shares

    0.11% of the 13F portfolio, value $2,763,050.

    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 48,724 shares
    Change vs previous 13F +29,062 shares

    0.12% of the 13F portfolio, value $2,551,669.

    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 19,662 shares
    Change vs previous 13F +1,164 shares

    0.05% of the 13F portfolio, value $979,374.

    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 18,498 shares
    Change vs previous 13F +6,954 shares

    0.05% of the 13F portfolio, value $894,029.

    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 11,544 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $523,187.

    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).