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Disclosery

Kaizen Financial Strategies: DIA position timeline

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

Kaizen Financial Strategies held 3,300 DIA 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 3,300 shares
    Change vs previous 13F -97 shares

    0.66% of the 13F portfolio, value $1,678,017.

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

  2. period ended2026-06-30
    13F 3,397 shares
    Change vs previous 13F -224 shares

    0.7% of the 13F portfolio, value $1,774,434.

    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 3,621 shares
    Change vs previous 13F -471 shares

    0.74% of the 13F portfolio, value $1,758,693.

    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 4,092 shares
    Change vs previous 13F -473 shares

    0.87% of the 13F portfolio, value $1,966,385.

    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 4,565 shares
    Change vs previous 13F -6 shares

    0.97% of the 13F portfolio, value $2,142,381.

    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 4,571 shares
    Change vs previous 13F -468 shares

    1.02% of the 13F portfolio, value $2,014,209.

    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 5,039 shares
    Change vs previous 13F +524 shares

    1.22% of the 13F portfolio, value $2,115,734.

    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 4,515 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,921,227.

    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).