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Disclosery

Kaizen Financial Strategies: USLM position timeline

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

Kaizen Financial Strategies held 4,734 USLM 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 4,734 shares
    Change vs previous 13F -219 shares

    0.21% of the 13F portfolio, value $535,463.

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

  2. period ended2026-06-30
    13F 4,953 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $525,167.

    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 4,953 shares
    Change vs previous 13F -25 shares

    0.28% of the 13F portfolio, value $661,820.

    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 4,978 shares
    Change vs previous 13F -425 shares

    0.26% of the 13F portfolio, value $596,066.

    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 5,403 shares
    Change vs previous 13F -588 shares

    0.28% of the 13F portfolio, value $617,509.

    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 5,991 shares
    Change vs previous 13F +100 shares

    0.3% of the 13F portfolio, value $597,902.

    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 5,891 shares
    Change vs previous 13F +433 shares

    0.3% of the 13F portfolio, value $520,647.

    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 5,458 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $724,495.

    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).