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Disclosery

Kaizen Financial Strategies: SCHG position timeline

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

Kaizen Financial Strategies held 464,265 SCHG 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 464,265 shares
    Change vs previous 13F -55,334 shares

    6.56% of the 13F portfolio, value $16,681,059.

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

  2. period ended2026-06-30
    13F 519,599 shares
    Change vs previous 13F -34,787 shares

    7% of the 13F portfolio, value $17,723,539.

    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 554,386 shares
    Change vs previous 13F +10,670 shares

    7.54% of the 13F portfolio, value $17,812,438.

    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 543,716 shares
    Change vs previous 13F -3,485 shares

    7.83% of the 13F portfolio, value $17,736,016.

    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 547,201 shares
    Change vs previous 13F +12,415 shares

    8.02% of the 13F portfolio, value $17,745,728.

    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 534,786 shares
    Change vs previous 13F +6,844 shares

    7.94% of the 13F portfolio, value $15,621,099.

    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 527,942 shares
    Change vs previous 13F +21,727 shares

    7.63% of the 13F portfolio, value $13,219,668.

    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 506,215 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $14,108,212.

    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).