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Disclosery

Kaizen Financial Strategies: MSFT position timeline

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

Kaizen Financial Strategies held 6,499 MSFT 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 6,499 shares
    Change vs previous 13F -202 shares

    1.31% of the 13F portfolio, value $3,333,574.

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

  2. period ended2026-06-30
    13F 6,701 shares
    Change vs previous 13F -297 shares

    1.02% of the 13F portfolio, value $2,575,186.

    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 6,998 shares
    Change vs previous 13F -524 shares

    1.25% of the 13F portfolio, value $2,940,804.

    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 7,522 shares
    Change vs previous 13F +177 shares

    1.61% of the 13F portfolio, value $3,637,896.

    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 7,345 shares
    Change vs previous 13F -491 shares

    1.65% of the 13F portfolio, value $3,651,244.

    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 7,836 shares
    Change vs previous 13F +162 shares

    1.98% of the 13F portfolio, value $3,897,501.

    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 7,674 shares
    Change vs previous 13F +191 shares

    1.66% of the 13F portfolio, value $2,880,769.

    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 7,483 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,154,116.

    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).