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Disclosery

Kaizen Financial Strategies: SPYV position timeline

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

Kaizen Financial Strategies held 5,173 SPYV 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 5,173 shares
    Change vs previous 13F +19 shares

    0.12% of the 13F portfolio, value $316,250.

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

  2. period ended2026-06-30
    13F 5,154 shares
    Change vs previous 13F +396 shares

    0.12% of the 13F portfolio, value $314,364.

    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 4,758 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $278,618.

    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 4,740 shares
    Change vs previous 13F +475 shares

    0.12% of the 13F portfolio, value $269,300.

    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 4,265 shares
    Change vs previous 13F +4,265 shares

    0.11% of the 13F portfolio, value $236,481.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,068 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 5,068 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $259,197.

    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).