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Disclosery

Kaizen Financial Strategies: VIG position timeline

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

Kaizen Financial Strategies held 14,014 VIG 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 14,014 shares
    Change vs previous 13F -1,795 shares

    1.29% of the 13F portfolio, value $3,269,722.

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

  2. period ended2026-06-30
    13F 15,809 shares
    Change vs previous 13F +1,763 shares

    1.48% of the 13F portfolio, value $3,738,266.

    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 14,046 shares
    Change vs previous 13F -3,249 shares

    1.34% of the 13F portfolio, value $3,158,669.

    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 17,295 shares
    Change vs previous 13F +1,082 shares

    1.68% of the 13F portfolio, value $3,801,087.

    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 16,213 shares
    Change vs previous 13F -40 shares

    1.58% of the 13F portfolio, value $3,491,522.

    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 16,253 shares
    Change vs previous 13F -1,065 shares

    1.69% of the 13F portfolio, value $3,326,594.

    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 17,318 shares
    Change vs previous 13F -16,143 shares

    1.94% of the 13F portfolio, value $3,359,607.

    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 33,461 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $6,552,708.

    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).