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Disclosery

Kaizen Financial Strategies: PLTR position timeline

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

Kaizen Financial Strategies held 5,390 PLTR 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 5,390 shares
    Change vs previous 13F -125 shares

    0.4% of the 13F portfolio, value $1,008,200.

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

  2. period ended2026-06-30
    13F 5,515 shares
    Change vs previous 13F -240 shares

    0.27% of the 13F portfolio, value $693,401.

    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 5,755 shares
    Change vs previous 13F +311 shares

    0.35% of the 13F portfolio, value $821,584.

    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 5,444 shares
    Change vs previous 13F -8 shares

    0.43% of the 13F portfolio, value $967,671.

    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 5,452 shares
    Change vs previous 13F -602 shares

    0.43% of the 13F portfolio, value $954,373.

    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 6,054 shares
    Change vs previous 13F -878 shares

    0.42% of the 13F portfolio, value $825,281.

    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 6,932 shares
    Change vs previous 13F -416 shares

    0.34% of the 13F portfolio, value $585,061.

    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 7,348 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $555,729.

    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).