Skip to content
Disclosery

Kaizen Financial Strategies: TEI position timeline

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

Kaizen Financial Strategies held 186,155 TEI 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 186,155 shares
    Change vs previous 13F +8,150 shares

    0.45% of the 13F portfolio, value $1,144,853.

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

  2. period ended2026-06-30
    13F 178,005 shares
    Change vs previous 13F +3,499 shares

    0.47% of the 13F portfolio, value $1,192,634.

    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 174,506 shares
    Change vs previous 13F +3,126 shares

    0.49% of the 13F portfolio, value $1,156,977.

    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 171,380 shares
    Change vs previous 13F +7,882 shares

    0.49% of the 13F portfolio, value $1,105,399.

    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 163,498 shares
    Change vs previous 13F -342 shares

    0.47% of the 13F portfolio, value $1,031,674.

    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 163,840 shares
    Change vs previous 13F +48,661 shares

    0.5% of the 13F portfolio, value $983,042.

    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 115,179 shares
    Change vs previous 13F +48,534 shares

    0.36% of the 13F portfolio, value $619,664.

    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 66,645 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $341,890.

    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).