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Disclosery

Kaizen Financial Strategies: SCHK position timeline

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

Kaizen Financial Strategies held 24,415 SCHK 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 24,415 shares
    Change vs previous 13F +655 shares

    0.35% of the 13F portfolio, value $895,054.

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

  2. period ended2026-06-30
    13F 23,760 shares
    Change vs previous 13F +1,422 shares

    0.34% of the 13F portfolio, value $855,598.

    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 22,338 shares
    Change vs previous 13F +1,335 shares

    0.32% of the 13F portfolio, value $754,801.

    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 21,003 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $688,898.

    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 21,003 shares
    Change vs previous 13F +4,441 shares

    0.31% of the 13F portfolio, value $677,557.

    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 16,562 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $493,879.

    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 16,562 shares
    Change vs previous 13F -5,821 shares

    0.26% of the 13F portfolio, value $445,849.

    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 22,383 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $633,663.

    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).