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Disclosery

Kaizen Financial Strategies: AGX position timeline

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

Kaizen Financial Strategies held 2,544 AGX 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 2,544 shares
    Change vs previous 13F -27 shares

    0.38% of the 13F portfolio, value $961,505.

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

  2. period ended2026-06-30
    13F 2,571 shares
    Change vs previous 13F -10 shares

    0.78% of the 13F portfolio, value $1,965,684.

    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 2,581 shares
    Change vs previous 13F -842 shares

    0.66% of the 13F portfolio, value $1,553,323.

    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 3,423 shares
    Change vs previous 13F -1,172 shares

    0.47% of the 13F portfolio, value $1,072,494.

    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 4,595 shares
    Change vs previous 13F -25 shares

    0.65% of the 13F portfolio, value $1,430,791.

    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 4,620 shares
    Change vs previous 13F -150 shares

    0.52% of the 13F portfolio, value $1,018,618.

    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 4,770 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $625,681.

    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 4,770 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $653,681.

    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).