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Disclosery

Kaizen Financial Strategies: V position timeline

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

Kaizen Financial Strategies held 2,012 V 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 2,012 shares
    Change vs previous 13F -197 shares

    0.28% of the 13F portfolio, value $723,143.

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

  2. period ended2026-06-30
    13F 2,209 shares
    Change vs previous 13F -65 shares

    0.31% of the 13F portfolio, value $775,595.

    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 2,274 shares
    Change vs previous 13F -426 shares

    0.3% of the 13F portfolio, value $716,630.

    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 2,700 shares
    Change vs previous 13F -177 shares

    0.42% of the 13F portfolio, value $947,073.

    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 2,877 shares
    Change vs previous 13F +13 shares

    0.44% of the 13F portfolio, value $969,598.

    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 2,864 shares
    Change vs previous 13F +167 shares

    0.52% of the 13F portfolio, value $1,016,782.

    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 2,697 shares
    Change vs previous 13F +12 shares

    0.55% of the 13F portfolio, value $945,277.

    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 2,685 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $848,589.

    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).