Kaizen Financial Strategies: BRK-B position timeline

Kaizen Financial Strategies held 446 BRK-B 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 446 shares

   Change vs previous 13F -259 shares

   0.09% of the 13F portfolio, value $222,086.

   13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
   Accepted 2026-10-09 20:55:54 UTC, ingested 2026-10-09 20:57:05 UTC

2. period ended2026-06-30

   13F 705 shares

   Change vs previous 13F +9 shares

   0.14% of the 13F portfolio, value $352,317.

   13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 696 shares

   Change vs previous 13F -13 shares

   0.14% of the 13F portfolio, value $330,684.

   13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 709 shares

   Change vs previous 13F -50 shares

   0.16% of the 13F portfolio, value $356,379.

   13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 759 shares

   Change vs previous 13F +42 shares

   0.17% of the 13F portfolio, value $374,301.

   13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 717 shares

   Change vs previous 13F +93 shares

   0.18% of the 13F portfolio, value $348,297.

   13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 624 shares

   Change vs previous 13F -83 shares

   0.19% of the 13F portfolio, value $332,330.

   13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 707 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $320,469.

   13F-HR 0001085146-25-001487 filed by Kaizen Financial Strategies
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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