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Disclosery

Kaizen Financial Strategies: COST position timeline

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

Kaizen Financial Strategies held 815 COST 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 815 shares
    Change vs previous 13F -70 shares

    0.29% of the 13F portfolio, value $742,020.

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

  2. period ended2026-06-30
    13F 885 shares
    Change vs previous 13F +52 shares

    0.32% of the 13F portfolio, value $818,558.

    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 833 shares
    Change vs previous 13F -194 shares

    0.35% of the 13F portfolio, value $822,773.

    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 1,027 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $885,460.

    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 1,024 shares
    Change vs previous 13F -131 shares

    0.43% of the 13F portfolio, value $946,039.

    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 1,155 shares
    Change vs previous 13F +36 shares

    0.58% of the 13F portfolio, value $1,143,609.

    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 1,119 shares
    Change vs previous 13F +207 shares

    0.61% of the 13F portfolio, value $1,058,792.

    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 912 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $835,643.

    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).