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Disclosery

Kaizen Financial Strategies: SCHR position timeline

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

Kaizen Financial Strategies held 56,319 SCHR 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 56,319 shares
    Change vs previous 13F -22,676 shares

    0.53% of the 13F portfolio, value $1,334,760.

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

  2. period ended2026-06-30
    13F 78,995 shares
    Change vs previous 13F -7,794 shares

    0.77% of the 13F portfolio, value $1,939,327.

    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 86,789 shares
    Change vs previous 13F -6,753 shares

    0.92% of the 13F portfolio, value $2,161,922.

    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 93,542 shares
    Change vs previous 13F +11,597 shares

    1.04% of the 13F portfolio, value $2,346,033.

    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 81,945 shares
    Change vs previous 13F +11,248 shares

    0.93% of the 13F portfolio, value $2,060,097.

    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).

  6. period ended2025-06-30
    13F 70,697 shares
    Change vs previous 13F +3,828 shares

    0.9% of the 13F portfolio, value $1,769,546.

    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 66,869 shares
    Change vs previous 13F -2,391 shares

    0.96% of the 13F portfolio, value $1,662,363.

    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 69,260 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,682,325.

    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).