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Disclosery

Kaizen Financial Strategies: LLY position timeline

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

Kaizen Financial Strategies held 1,328 LLY 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 1,328 shares
    Change vs previous 13F -136 shares

    0.6% of the 13F portfolio, value $1,536,498.

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

  2. period ended2026-06-30
    13F 1,464 shares
    Change vs previous 13F -116 shares

    0.69% of the 13F portfolio, value $1,745,026.

    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 1,580 shares
    Change vs previous 13F -225 shares

    0.6% of the 13F portfolio, value $1,428,353.

    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 1,805 shares
    Change vs previous 13F -418 shares

    0.86% of the 13F portfolio, value $1,939,488.

    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 2,223 shares
    Change vs previous 13F +170 shares

    0.94% of the 13F portfolio, value $2,083,472.

    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 2,053 shares
    Change vs previous 13F +1,240 shares

    0.81% of the 13F portfolio, value $1,600,032.

    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 813 shares
    Change vs previous 13F +114 shares

    0.39% of the 13F portfolio, value $671,465.

    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 699 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $539,628.

    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).