Kaizen Financial Strategies: BX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaizen Financial Strategies on BX, newest first. How the timeline and the estimate are built.
Kaizen Financial Strategies held 21,490 BX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 21,490 sharesChange vs previous 13F +220 shares
0.95% of the 13F portfolio, value $2,408,833.
13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
Accepted , ingested - period ended2026-06-3013F 21,270 sharesChange vs previous 13F -3,426 shares
1% of the 13F portfolio, value $2,542,856.
13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,696 sharesChange vs previous 13F -2,431 shares
1.34% of the 13F portfolio, value $3,164,260.
13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,127 sharesChange vs previous 13F +219 shares
1.85% of the 13F portfolio, value $4,181,401.
13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,908 sharesChange vs previous 13F -3,032 shares
1.74% of the 13F portfolio, value $3,859,448.
13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,940 sharesChange vs previous 13F +884 shares
2.28% of the 13F portfolio, value $4,478,420.
13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,056 sharesChange vs previous 13F +279 shares
2.34% of the 13F portfolio, value $4,061,398.
13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,777 sharesChange vs previous 13F not available
2.81% of the 13F portfolio, value $4,961,758.
13F-HR 0001085146-25-001487 filed by Kaizen Financial Strategies
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).