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Disclosery

Kaizen Financial Strategies: EWC position timeline

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

Kaizen Financial Strategies held 5,410 EWC 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 5,410 shares
    Change vs previous 13F +200 shares

    0.12% of the 13F portfolio, value $315,836.

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

  2. period ended2026-06-30
    13F 5,210 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $300,461.

    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 5,210 shares
    Change vs previous 13F +200 shares

    0.13% of the 13F portfolio, value $302,128.

    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 5,010 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $270,189.

    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 5,010 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $249,248.

    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 5,000 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $231,000.

    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 5,000 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $203,750.

    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).