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Disclosery

Kaizen Financial Strategies: SPYI position timeline

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

Kaizen Financial Strategies held 16,521 SPYI 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 16,521 shares
    Change vs previous 13F -7,748 shares

    0.35% of the 13F portfolio, value $878,422.

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

  2. period ended2026-06-30
    13F 24,269 shares
    Change vs previous 13F -14,208 shares

    0.51% of the 13F portfolio, value $1,288,441.

    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 38,477 shares
    Change vs previous 13F +2,093 shares

    0.85% of the 13F portfolio, value $2,008,499.

    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 36,384 shares
    Change vs previous 13F +1,335 shares

    0.84% of the 13F portfolio, value $1,911,252.

    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 35,049 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,826,053.

    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).