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Disclosery

Kaizen Financial Strategies: VOO position timeline

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

Kaizen Financial Strategies held 12,829 VOO 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 12,829 shares
    Change vs previous 13F +6,104 shares

    3.54% of the 13F portfolio, value $8,991,010.

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

  2. period ended2026-06-30
    13F 6,725 shares
    Change vs previous 13F +4,515 shares

    1.82% of the 13F portfolio, value $4,609,977.

    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 2,210 shares
    Change vs previous 13F -9 shares

    0.6% of the 13F portfolio, value $1,425,201.

    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 2,219 shares
    Change vs previous 13F +2 shares

    0.61% of the 13F portfolio, value $1,391,396.

    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 2,217 shares
    Change vs previous 13F -218 shares

    0.62% of the 13F portfolio, value $1,366,450.

    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 2,435 shares
    Change vs previous 13F +28 shares

    0.7% of the 13F portfolio, value $1,382,988.

    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 2,407 shares
    Change vs previous 13F +13 shares

    0.71% of the 13F portfolio, value $1,236,832.

    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 2,394 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,290,077.

    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).