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Disclosery

Kaizen Financial Strategies: FNDF position timeline

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

Kaizen Financial Strategies held 104,504 FNDF 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 104,504 shares
    Change vs previous 13F +35,053 shares

    2.21% of the 13F portfolio, value $5,617,070.

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

  2. period ended2026-06-30
    13F 69,451 shares
    Change vs previous 13F +48,008 shares

    1.43% of the 13F portfolio, value $3,621,850.

    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 21,443 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,105,816.

    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 21,443 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $969,438.

    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 21,443 shares
    Change vs previous 13F -815 shares

    0.42% of the 13F portfolio, value $939,418.

    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 22,258 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $890,765.

    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 22,258 shares
    Change vs previous 13F -95,810 shares

    0.46% of the 13F portfolio, value $804,404.

    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 118,068 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,921,038.

    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).