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Disclosery

Kaizen Financial Strategies: CGDV position timeline

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

Kaizen Financial Strategies held 245,374 CGDV 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 245,374 shares
    Change vs previous 13F -20,846 shares

    4.72% of the 13F portfolio, value $11,986,529.

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

  2. period ended2026-06-30
    13F 266,220 shares
    Change vs previous 13F -11,620 shares

    5.16% of the 13F portfolio, value $13,068,749.

    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 277,840 shares
    Change vs previous 13F -27,086 shares

    5.34% of the 13F portfolio, value $12,611,139.

    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 304,926 shares
    Change vs previous 13F +14,641 shares

    5.87% of the 13F portfolio, value $13,306,987.

    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 290,285 shares
    Change vs previous 13F +42,826 shares

    5.56% of the 13F portfolio, value $12,290,667.

    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 247,459 shares
    Change vs previous 13F +12,773 shares

    4.96% of the 13F portfolio, value $9,772,156.

    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 234,686 shares
    Change vs previous 13F +128,672 shares

    4.83% of the 13F portfolio, value $8,364,209.

    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 106,014 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,738,054.

    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).