Current Market Value 2,167,333,506
Current Holdings 291
Most Recent File Date 2025-08-01
Total Filings on Record 55
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Zhang Financial LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 291 2,167,334
2025-04-15 2025-03-31 13F-HR 301 1,891,062
2025-01-16 2024-12-31 13F-HR 295 1,746,678
2024-10-15 2024-09-30 13F-HR 276 1,584,071
2024-07-19 2024-06-30 13F-HR 267 1,429,921
2024-04-24 2024-03-31 13F-HR 266 1,349,770
2024-01-31 2023-12-31 13F-HR 254 1,164,224
2023-10-11 2023-09-30 13F-HR 232 986,698
2023-07-18 2023-06-30 13F-HR 247 974,565
2023-05-11 2023-03-31 13F-HR 229 875,623
2023-05-17 2022-12-31 13F-HR/A 1 R 227 784,160
2023-01-17 2022-12-31 13F-HR 227 784
2022-10-18 2022-09-30 13F-HR 217 663,327
2022-07-14 2022-06-30 13F-HR 215 623,155
2022-04-21 2022-03-31 13F-HR 218 592,323
2022-02-10 2021-12-31 13F-HR 207 564,248
2021-10-20 2021-09-30 13F-HR 165 432,374
2021-07-26 2021-06-30 13F-HR 143 407,589
2021-04-21 2021-03-31 13F-HR 128 372,780
2021-01-20 2020-12-31 13F-HR 110 324,595
2020-10-13 2020-09-30 13F-HR 97 277,468
2020-07-23 2020-06-30 13F-HR 92 259,367
2020-05-06 2020-03-31 13F-HR 90 225,957
2020-01-21 2019-12-31 13F-HR 102 262,405
2019-10-17 2019-09-30 13F-HR 87 236,697
2019-07-24 2019-06-30 13F-HR 90 239,044
2019-05-14 2019-03-31 13F-HR 86 232,271
2019-05-16 2018-12-31 13F-HR 82 207,050
2019-05-24 2018-09-30 13F-HR 78 209,521
2019-05-24 2018-06-30 13F-HR 76 196,414
2019-05-24 2018-03-31 13F-HR 77 191,183
2019-05-23 2017-12-31 13F-HR 82 204,892
2019-05-24 2017-09-30 13F-HR 81 196,737
2019-05-23 2017-06-30 13F-HR 77 188,231
2019-05-23 2017-03-31 13F-HR 79 200,885
2019-05-28 2016-12-31 13F-HR 76 184,422
2019-05-28 2016-09-30 13F-HR 74 182,157
2019-05-28 2016-06-30 13F-HR 75 182,055
2019-05-28 2016-03-31 13F-HR 71 177,068
2019-05-28 2015-12-31 13F-HR 71 166,918
2019-05-24 2015-09-30 13F-HR 67 157,041
2019-05-24 2015-06-30 13F-HR 67 155,581
2019-05-29 2015-03-31 13F-HR 67 159,902
2019-05-31 2014-12-31 13F-HR 66 153,742
2019-05-31 2014-09-30 13F-HR 63 146,359
2019-05-31 2014-06-30 13F-HR 61 148,741
2019-05-31 2014-03-31 13F-HR 54 139,258
2019-05-31 2013-12-31 13F-HR 52 132,434
2019-05-31 2013-09-30 13F-HR 50 124,020
2019-05-31 2013-06-30 13F-HR 49 116,433
2019-05-31 2013-03-31 13F-HR 49 112,916
2019-05-30 2012-12-31 13F-HR 48 104,695
2019-05-30 2012-09-30 13F-HR 44 95,588
2019-05-30 2012-06-30 13F-HR 41 87,301
2019-05-30 2012-03-31 13F-HR 36 106,454