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Disclosery

Kaizen Financial Strategies: SPY position timeline

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

Kaizen Financial Strategies held 13,352 SPY 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 13,352 shares
    Change vs previous 13F -6,264 shares

    4.01% of the 13F portfolio, value $10,182,849.

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

  2. period ended2026-06-30
    13F 19,616 shares
    Change vs previous 13F -6,609 shares

    5.78% of the 13F portfolio, value $14,628,822.

    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 26,225 shares
    Change vs previous 13F -1,543 shares

    7.79% of the 13F portfolio, value $18,401,297.

    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 27,768 shares
    Change vs previous 13F +156 shares

    8.36% of the 13F portfolio, value $18,935,239.

    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 27,612 shares
    Change vs previous 13F +754 shares

    8.37% of the 13F portfolio, value $18,508,289.

    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 26,858 shares
    Change vs previous 13F -1,982 shares

    8.43% of the 13F portfolio, value $16,594,392.

    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 28,840 shares
    Change vs previous 13F +1,700 shares

    9.31% of the 13F portfolio, value $16,132,892.

    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 27,140 shares
    Change vs previous 13F not available

    9.01% of the 13F portfolio, value $15,906,256.

    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).