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Disclosery

Kaizen Financial Strategies: HESM position timeline

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

Kaizen Financial Strategies held 8,480 HESM 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 8,480 shares
    Change vs previous 13F +209 shares

    0.12% of the 13F portfolio, value $316,916.

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

  2. period ended2026-06-30
    13F 8,271 shares
    Change vs previous 13F +121 shares

    0.12% of the 13F portfolio, value $312,544.

    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 8,150 shares
    Change vs previous 13F -1,144 shares

    0.13% of the 13F portfolio, value $307,910.

    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 9,294 shares
    Change vs previous 13F -527 shares

    0.14% of the 13F portfolio, value $320,636.

    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 9,821 shares
    Change vs previous 13F -3,001 shares

    0.15% of the 13F portfolio, value $329,012.

    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 12,822 shares
    Change vs previous 13F +231 shares

    0.25% of the 13F portfolio, value $493,792.

    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 12,591 shares
    Change vs previous 13F +172 shares

    0.31% of the 13F portfolio, value $532,478.

    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 12,419 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $459,864.

    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).