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Disclosery

Kaizen Financial Strategies: LQD position timeline

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

Kaizen Financial Strategies held 3,387 LQD 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 3,387 shares
    Change vs previous 13F -2,435 shares

    0.14% of the 13F portfolio, value $346,089.

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

  2. period ended2026-06-30
    13F 5,822 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $631,408.

    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 5,807 shares
    Change vs previous 13F -207 shares

    0.27% of the 13F portfolio, value $635,488.

    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 6,014 shares
    Change vs previous 13F -189 shares

    0.29% of the 13F portfolio, value $662,734.

    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 6,203 shares
    Change vs previous 13F -153 shares

    0.31% of the 13F portfolio, value $688,146.

    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 6,356 shares
    Change vs previous 13F +381 shares

    0.35% of the 13F portfolio, value $696,690.

    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 5,975 shares
    Change vs previous 13F -1,644 shares

    0.37% of the 13F portfolio, value $649,370.

    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 7,619 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $814,026.

    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).