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Disclosery

Kaizen Financial Strategies: JIVE position timeline

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

Kaizen Financial Strategies held 26,069 JIVE 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 26,069 shares
    Change vs previous 13F +4,109 shares

    0.98% of the 13F portfolio, value $2,482,290.

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

  2. period ended2026-06-30
    13F 21,960 shares
    Change vs previous 13F +4,968 shares

    0.79% of the 13F portfolio, value $2,003,411.

    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 16,992 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,537,271.

    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).