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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

  1. period ended2026-09-30
    13F 21,490 shares
    Change 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

  2. period ended2026-06-30
    13F 21,270 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 24,696 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 27,127 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 26,908 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 29,940 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 29,056 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 28,777 shares
    Change 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), ingested

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