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Disclosery

Kaizen Financial Strategies: SOXL position timeline

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

Kaizen Financial Strategies held 6,429 SOXL 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 6,429 shares
    Change vs previous 13F -1,161 shares

    0.37% of the 13F portfolio, value $950,592.

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

  2. period ended2026-06-30
    13F 7,590 shares
    Change vs previous 13F -370 shares

    0.65% of the 13F portfolio, value $1,651,205.

    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 7,960 shares
    Change vs previous 13F +350 shares

    0.3% of the 13F portfolio, value $703,425.

    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 7,610 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $319,848.

    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).