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Disclosery

Kaizen Financial Strategies: OKLO position timeline

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

Kaizen Financial Strategies held 5,968 OKLO 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 5,968 shares
    Change vs previous 13F -459 shares

    0.09% of the 13F portfolio, value $220,935.

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

  2. period ended2026-06-30
    13F 6,427 shares
    Change vs previous 13F -1,468 shares

    0.13% of the 13F portfolio, value $337,096.

    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 7,895 shares
    Change vs previous 13F -347 shares

    0.21% of the 13F portfolio, value $506,938.

    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 8,242 shares
    Change vs previous 13F -495 shares

    0.26% of the 13F portfolio, value $591,446.

    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 8,737 shares
    Change vs previous 13F -2,740 shares

    0.42% of the 13F portfolio, value $932,675.

    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 11,477 shares
    Change vs previous 13F -2,043 shares

    0.33% of the 13F portfolio, value $642,597.

    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 13,520 shares
    Change vs previous 13F +2,850 shares

    0.17% of the 13F portfolio, value $292,438.

    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 10,670 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $226,524.

    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).