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Disclosery

Kaizen Financial Strategies: FNDA position timeline

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

Kaizen Financial Strategies held 95,512 FNDA 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 95,512 shares
    Change vs previous 13F +37,342 shares

    1.32% of the 13F portfolio, value $3,342,920.

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

  2. period ended2026-06-30
    13F 58,170 shares
    Change vs previous 13F +1,065 shares

    0.87% of the 13F portfolio, value $2,205,806.

    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 57,105 shares
    Change vs previous 13F +6,961 shares

    0.84% of the 13F portfolio, value $1,980,972.

    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 50,144 shares
    Change vs previous 13F -980 shares

    0.7% of the 13F portfolio, value $1,580,037.

    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 51,124 shares
    Change vs previous 13F -3,346 shares

    0.7% of the 13F portfolio, value $1,554,170.

    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 54,470 shares
    Change vs previous 13F -643 shares

    0.79% of the 13F portfolio, value $1,560,566.

    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 55,113 shares
    Change vs previous 13F -1,675 shares

    0.87% of the 13F portfolio, value $1,509,545.

    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 56,788 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,686,604.

    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).