Zhang Financial LLC RLJ/PRA RLJ LODGING

Ownership history in Zhang Financial LLC  ·  8 quarters on record

AI Ownership Summary

Zhang Financial LLC reported RLJ LODGING (RLJ/PRA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows RLJ/PRA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RLJ/PRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Zhang Financial LLC's position in RLJ LODGING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RLJ/PRA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Zhang Financial LLC held RLJ/PRA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 13,697 +260 +1.9% 0.01% $336K 2026-07-30
2026 Q1 ADDED 13,437 +252 +1.9% 0.01% $324K 2026-05-06
2025 Q4 ADDED 13,185 +252 +1.9% 0.01% $328K 2026-02-10
2025 Q3 ADDED 12,933 +253 +2.0% 0.01% $326K 2025-11-10
2025 Q2 ADDED 12,680 +247 +2.0% 0.01% $300K 2025-08-01
2025 Q1 ADDED 12,433 +4,122 +49.6% 0.02% $303K 2025-04-15
2024 Q4 ADDED 8,311 +154 +1.9% 0.01% $204K 2025-01-16
2024 Q3 INITIATED 8,157 0.01% $213K 2024-10-15

FAQ About Zhang Financial LLC and RLJ/PRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Zhang Financial LLC reported owning RLJ/PRA?

Zhang Financial LLC reported RLJ/PRA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported RLJ/PRA position in Zhang Financial LLC's portfolio?

The largest reported portfolio weight for RLJ/PRA was 0.02% in 2025 Q1.

What is the latest reported RLJ/PRA position on this page?

The most recent filing on this page is 2026 Q2, when Zhang Financial LLC reported 13,697 shares, equal to 0.01% of portfolio, with an estimated market value of $336K.

What does the chart on this RLJ/PRA ownership page compare?

The chart compares Zhang Financial LLC's quarterly RLJ/PRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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