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Disclosery

Kaizen Financial Strategies: VGSH position timeline

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

Kaizen Financial Strategies held 5,202 VGSH 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 5,202 shares
    Change vs previous 13F -3,347 shares

    0.12% of the 13F portfolio, value $299,437.

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

  2. period ended2026-06-30
    13F 8,549 shares
    Change vs previous 13F -6,977 shares

    0.2% of the 13F portfolio, value $496,006.

    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 15,526 shares
    Change vs previous 13F -2,175 shares

    0.38% of the 13F portfolio, value $908,043.

    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 17,701 shares
    Change vs previous 13F -2,052 shares

    0.46% of the 13F portfolio, value $1,039,560.

    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 19,753 shares
    Change vs previous 13F -1,190 shares

    0.52% of the 13F portfolio, value $1,160,113.

    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 20,943 shares
    Change vs previous 13F +9,902 shares

    0.63% of the 13F portfolio, value $1,231,015.

    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 11,041 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $647,999.

    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).