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Kaizen Financial Strategies: KGC position timeline

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

Kaizen Financial Strategies held 21,026 KGC 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 21,026 shares
    Change vs previous 13F -975 shares

    0.2% of the 13F portfolio, value $506,306.

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

  2. period ended2026-06-30
    13F 22,001 shares
    Change vs previous 13F -300 shares

    0.2% of the 13F portfolio, value $516,363.

    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 22,301 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $755,335.

    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 22,301 shares
    Change vs previous 13F -450 shares

    0.28% of the 13F portfolio, value $627,996.

    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 22,751 shares
    Change vs previous 13F -7,349 shares

    0.24% of the 13F portfolio, value $540,791.

    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 30,100 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $470,463.

    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 30,100 shares
    Change vs previous 13F -1,900 shares

    0.22% of the 13F portfolio, value $379,561.

    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 32,000 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $296,640.

    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).