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Disclosery

Kaizen Financial Strategies: JIRE position timeline

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

Kaizen Financial Strategies held 62,803 JIRE 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 62,803 shares
    Change vs previous 13F -19,082 shares

    2.03% of the 13F portfolio, value $5,159,886.

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

  2. period ended2026-06-30
    13F 81,885 shares
    Change vs previous 13F -6,275 shares

    2.64% of the 13F portfolio, value $6,691,634.

    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 88,160 shares
    Change vs previous 13F +8,850 shares

    2.99% of the 13F portfolio, value $7,070,424.

    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 79,310 shares
    Change vs previous 13F +3,990 shares

    2.62% of the 13F portfolio, value $5,938,725.

    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 75,320 shares
    Change vs previous 13F +8,919 shares

    2.52% of the 13F portfolio, value $5,583,472.

    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 66,401 shares
    Change vs previous 13F +13,553 shares

    2.39% of the 13F portfolio, value $4,699,199.

    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 52,848 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $3,367,475.

    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).