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Disclosery

Kaizen Financial Strategies: SCHI position timeline

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

Kaizen Financial Strategies held 348,950 SCHI 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 348,950 shares
    Change vs previous 13F -21,780 shares

    2.94% of the 13F portfolio, value $7,481,479.

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

  2. period ended2026-06-30
    13F 370,730 shares
    Change vs previous 13F +2,086 shares

    3.3% of the 13F portfolio, value $8,352,538.

    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 368,644 shares
    Change vs previous 13F +20,066 shares

    3.56% of the 13F portfolio, value $8,397,701.

    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 348,578 shares
    Change vs previous 13F +13,562 shares

    3.53% of the 13F portfolio, value $8,006,837.

    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 335,016 shares
    Change vs previous 13F +21,712 shares

    3.48% of the 13F portfolio, value $7,698,668.

    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 313,304 shares
    Change vs previous 13F +8,933 shares

    3.62% of the 13F portfolio, value $7,130,799.

    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 304,371 shares
    Change vs previous 13F +26,542 shares

    3.94% of the 13F portfolio, value $6,836,173.

    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 277,829 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $6,131,686.

    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).