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Disclosery

Kaizen Financial Strategies: SCHQ position timeline

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

Kaizen Financial Strategies held 0 SCHQ shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -120,863 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 120,863 shares
    Change vs previous 13F -11,805 shares

    1.69% of the 13F portfolio, value $3,831,357.

    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).

  3. period ended2025-09-30
    13F 132,668 shares
    Change vs previous 13F +13,971 shares

    1.94% of the 13F portfolio, value $4,301,097.

    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).

  4. period ended2025-06-30
    13F 118,697 shares
    Change vs previous 13F -8,113 shares

    1.92% of the 13F portfolio, value $3,785,247.

    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).

  5. period ended2025-03-31
    13F 126,810 shares
    Change vs previous 13F +3,369 shares

    2.4% of the 13F portfolio, value $4,154,296.

    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).

  6. period ended2024-12-31
    13F 123,441 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,879,751.

    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).