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Disclosery

Kaizen Financial Strategies: SMH position timeline

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

Kaizen Financial Strategies held 10,339 SMH 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 10,339 shares
    Change vs previous 13F -658 shares

    2.48% of the 13F portfolio, value $6,296,243.

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

  2. period ended2026-06-30
    13F 10,997 shares
    Change vs previous 13F +87 shares

    2.69% of the 13F portfolio, value $6,823,469.

    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 10,910 shares
    Change vs previous 13F +1,382 shares

    2.1% of the 13F portfolio, value $4,962,066.

    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 9,528 shares
    Change vs previous 13F +5 shares

    1.51% of the 13F portfolio, value $3,431,475.

    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 9,523 shares
    Change vs previous 13F -1,988 shares

    1.51% of the 13F portfolio, value $3,343,287.

    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 11,511 shares
    Change vs previous 13F -80 shares

    1.63% of the 13F portfolio, value $3,210,074.

    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 11,591 shares
    Change vs previous 13F +244 shares

    1.41% of the 13F portfolio, value $2,451,062.

    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 11,347 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,747,804.

    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).