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Disclosery

Kaizen Financial Strategies: PDI position timeline

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

Kaizen Financial Strategies held 38,901 PDI 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 38,901 shares
    Change vs previous 13F +676 shares

    0.21% of the 13F portfolio, value $545,778.

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

  2. period ended2026-06-30
    13F 38,225 shares
    Change vs previous 13F +1,172 shares

    0.25% of the 13F portfolio, value $639,127.

    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 37,053 shares
    Change vs previous 13F +993 shares

    0.27% of the 13F portfolio, value $640,640.

    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 36,060 shares
    Change vs previous 13F +1,249 shares

    0.28% of the 13F portfolio, value $638,620.

    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 34,811 shares
    Change vs previous 13F +334 shares

    0.29% of the 13F portfolio, value $637,736.

    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 34,477 shares
    Change vs previous 13F +2,130 shares

    0.33% of the 13F portfolio, value $654,031.

    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 32,347 shares
    Change vs previous 13F +80 shares

    0.37% of the 13F portfolio, value $640,475.

    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 32,267 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $591,772.

    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).