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Disclosery

Kaizen Financial Strategies: FLMX position timeline

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

Kaizen Financial Strategies held 9,137 FLMX 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 9,137 shares
    Change vs previous 13F +174 shares

    0.12% of the 13F portfolio, value $316,127.

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

  2. period ended2026-06-30
    13F 8,963 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $328,667.

    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 9,163 shares
    Change vs previous 13F +769 shares

    0.15% of the 13F portfolio, value $352,170.

    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 8,394 shares
    Change vs previous 13F +157 shares

    0.13% of the 13F portfolio, value $284,135.

    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 8,237 shares
    Change vs previous 13F -213 shares

    0.12% of the 13F portfolio, value $269,839.

    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 8,450 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $250,890.

    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).