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Disclosery

Kaizen Financial Strategies: KIE position timeline

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

Kaizen Financial Strategies held 8,600 KIE 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 8,600 shares
    Change vs previous 13F +1,250 shares

    0.2% of the 13F portfolio, value $503,100.

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

  2. period ended2026-06-30
    13F 7,350 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $458,640.

    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 7,350 shares
    Change vs previous 13F +200 shares

    0.18% of the 13F portfolio, value $423,801.

    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 7,150 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $430,073.

    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 7,150 shares
    Change vs previous 13F -1,238 shares

    0.19% of the 13F portfolio, value $411,483.

    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 8,388 shares
    Change vs previous 13F +188 shares

    0.25% of the 13F portfolio, value $501,099.

    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 8,200 shares
    Change vs previous 13F -3,330 shares

    0.29% of the 13F portfolio, value $496,346.

    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 11,530 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $651,676.

    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).