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Disclosery

Kaizen Financial Strategies: META position timeline

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

Kaizen Financial Strategies held 1,719 META 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 1,719 shares
    Change vs previous 13F -485 shares

    0.49% of the 13F portfolio, value $1,246,650.

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

  2. period ended2026-06-30
    13F 2,204 shares
    Change vs previous 13F -180 shares

    0.53% of the 13F portfolio, value $1,350,990.

    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 2,384 shares
    Change vs previous 13F +285 shares

    0.68% of the 13F portfolio, value $1,613,964.

    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 2,099 shares
    Change vs previous 13F +92 shares

    0.61% of the 13F portfolio, value $1,385,261.

    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 2,007 shares
    Change vs previous 13F +141 shares

    0.56% of the 13F portfolio, value $1,241,937.

    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 1,866 shares
    Change vs previous 13F +176 shares

    0.7% of the 13F portfolio, value $1,377,425.

    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 1,690 shares
    Change vs previous 13F +152 shares

    0.56% of the 13F portfolio, value $973,996.

    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 1,538 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $900,361.

    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).