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Disclosery

Kaizen Financial Strategies: AAPL position timeline

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

Kaizen Financial Strategies held 52,899 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,899 shares
    Change vs previous 13F -2,680 shares

    6.93% of the 13F portfolio, value $17,616,391.

    13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,579 shares
    Change vs previous 13F -2,005 shares

    6.46% of the 13F portfolio, value $16,361,201.

    13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 57,584 shares
    Change vs previous 13F -1,674 shares

    6.42% of the 13F portfolio, value $15,167,535.

    13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 59,258 shares
    Change vs previous 13F -2,069 shares

    7.11% of the 13F portfolio, value $16,109,971.

    13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 61,327 shares
    Change vs previous 13F -481 shares

    7.48% of the 13F portfolio, value $16,544,135.

    13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 61,808 shares
    Change vs previous 13F +294 shares

    6.44% of the 13F portfolio, value $12,681,093.

    13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 61,514 shares
    Change vs previous 13F -1,964 shares

    7.88% of the 13F portfolio, value $13,664,196.

    13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 63,478 shares
    Change vs previous 13F not available

    9% of the 13F portfolio, value $15,896,122.

    13F-HR 0001085146-25-001487 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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