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Disclosery

Kaizen Financial Strategies: SPG position timeline

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

Kaizen Financial Strategies held 2,236 SPG 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 2,236 shares
    Change vs previous 13F +21 shares

    0.18% of the 13F portfolio, value $448,939.

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

  2. period ended2026-06-30
    13F 2,215 shares
    Change vs previous 13F +119 shares

    0.2% of the 13F portfolio, value $493,834.

    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 2,096 shares
    Change vs previous 13F +28 shares

    0.18% of the 13F portfolio, value $422,073.

    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 2,068 shares
    Change vs previous 13F -225 shares

    0.17% of the 13F portfolio, value $382,746.

    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 2,293 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $414,478.

    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 2,287 shares
    Change vs previous 13F +139 shares

    0.19% of the 13F portfolio, value $367,641.

    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 2,148 shares
    Change vs previous 13F +27 shares

    0.21% of the 13F portfolio, value $356,671.

    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 2,121 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $365,216.

    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).