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Disclosery

Kaizen Financial Strategies: IUSG position timeline

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

Kaizen Financial Strategies held 4,652 IUSG 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 4,652 shares
    Change vs previous 13F +5 shares

    0.35% of the 13F portfolio, value $901,345.

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

  2. period ended2026-06-30
    13F 4,647 shares
    Change vs previous 13F +303 shares

    0.34% of the 13F portfolio, value $870,411.

    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 4,344 shares
    Change vs previous 13F +5 shares

    0.32% of the 13F portfolio, value $752,314.

    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 4,339 shares
    Change vs previous 13F +7 shares

    0.32% of the 13F portfolio, value $728,697.

    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 4,332 shares
    Change vs previous 13F -400 shares

    0.32% of the 13F portfolio, value $718,541.

    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 4,732 shares
    Change vs previous 13F -448 shares

    0.36% of the 13F portfolio, value $711,683.

    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 5,180 shares
    Change vs previous 13F -385 shares

    0.38% of the 13F portfolio, value $658,283.

    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 5,565 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $775,499.

    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).