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Disclosery

Kaizen Financial Strategies: STAG position timeline

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

Kaizen Financial Strategies held 15,155 STAG 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 15,155 shares
    Change vs previous 13F -541 shares

    0.21% of the 13F portfolio, value $542,689.

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

  2. period ended2026-06-30
    13F 15,696 shares
    Change vs previous 13F -1,229 shares

    0.24% of the 13F portfolio, value $601,771.

    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 16,925 shares
    Change vs previous 13F +178 shares

    0.28% of the 13F portfolio, value $657,035.

    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 16,747 shares
    Change vs previous 13F +92 shares

    0.27% of the 13F portfolio, value $615,603.

    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 16,655 shares
    Change vs previous 13F +241 shares

    0.29% of the 13F portfolio, value $642,715.

    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 16,414 shares
    Change vs previous 13F -76 shares

    0.3% of the 13F portfolio, value $595,493.

    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 16,490 shares
    Change vs previous 13F -203 shares

    0.34% of the 13F portfolio, value $595,634.

    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 16,693 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $564,540.

    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).