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Disclosery

Kaizen Financial Strategies: ORCL position timeline

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

Kaizen Financial Strategies held 1,954 ORCL 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 1,954 shares
    Change vs previous 13F -74 shares

    0.11% of the 13F portfolio, value $268,246.

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

  2. period ended2026-06-30
    13F 2,028 shares
    Change vs previous 13F -158 shares

    0.11% of the 13F portfolio, value $289,033.

    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 2,186 shares
    Change vs previous 13F -137 shares

    0.17% of the 13F portfolio, value $389,853.

    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 2,323 shares
    Change vs previous 13F -220 shares

    0.2% of the 13F portfolio, value $452,723.

    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 2,543 shares
    Change vs previous 13F +526 shares

    0.28% of the 13F portfolio, value $619,918.

    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 2,017 shares
    Change vs previous 13F -21 shares

    0.22% of the 13F portfolio, value $441,043.

    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 2,038 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $284,972.

    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 2,038 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $339,616.

    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).