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Disclosery

Kaizen Financial Strategies: VCRB position timeline

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

Kaizen Financial Strategies held 100,765 VCRB 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 100,765 shares
    Change vs previous 13F -10,275 shares

    2.92% of the 13F portfolio, value $7,418,319.

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

  2. period ended2026-06-30
    13F 111,040 shares
    Change vs previous 13F -16,006 shares

    3.37% of the 13F portfolio, value $8,530,093.

    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 127,046 shares
    Change vs previous 13F -2,071 shares

    4.17% of the 13F portfolio, value $9,856,865.

    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 129,117 shares
    Change vs previous 13F +1,090 shares

    4.44% of the 13F portfolio, value $10,057,584.

    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 128,027 shares
    Change vs previous 13F +5,244 shares

    4.53% of the 13F portfolio, value $10,025,802.

    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 122,783 shares
    Change vs previous 13F +3,335 shares

    4.84% of the 13F portfolio, value $9,525,496.

    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 119,448 shares
    Change vs previous 13F +20,353 shares

    5.34% of the 13F portfolio, value $9,248,827.

    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 99,095 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $7,512,372.

    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).