Skip to content
Disclosery

Kaizen Financial Strategies: CRM position timeline

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

Kaizen Financial Strategies held 1,809 CRM 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 1,809 shares
    Change vs previous 13F -734 shares

    0.16% of the 13F portfolio, value $415,378.

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

  2. period ended2026-06-30
    13F 2,543 shares
    Change vs previous 13F -1,397 shares

    0.16% of the 13F portfolio, value $415,144.

    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 3,940 shares
    Change vs previous 13F -415 shares

    0.3% of the 13F portfolio, value $714,050.

    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 4,355 shares
    Change vs previous 13F -996 shares

    0.51% of the 13F portfolio, value $1,153,625.

    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 5,351 shares
    Change vs previous 13F -906 shares

    0.58% of the 13F portfolio, value $1,280,282.

    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 6,257 shares
    Change vs previous 13F -139 shares

    0.87% of the 13F portfolio, value $1,706,140.

    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 6,396 shares
    Change vs previous 13F +71 shares

    0.99% of the 13F portfolio, value $1,716,479.

    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 6,325 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,114,560.

    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).