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Disclosery

Zhang Financial LLC: XLK position timeline

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

Zhang Financial LLC held 15,287 XLK 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 15,287 shares
    Change vs previous 13F +1,014 shares

    0.09% of the 13F portfolio, value $2,912,492.

    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 14,273 shares
    Change vs previous 13F -814 shares

    0.07% of the 13F portfolio, value $1,897,008.

    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 15,087 shares
    Change vs previous 13F +8,059 shares

    0.08% of the 13F portfolio, value $2,172,080.

    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 7,028 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $1,981,070.

    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 7,175 shares
    Change vs previous 13F +577 shares

    0.08% of the 13F portfolio, value $1,816,945.

    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 6,598 shares
    Change vs previous 13F +369 shares

    0.07% of the 13F portfolio, value $1,362,322.

    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 6,229 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $1,448,267.

    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 6,214 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,402,949.

    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).