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Disclosery

Kaizen Financial Strategies: VTI position timeline

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

Kaizen Financial Strategies held 2,222 VTI 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 2,222 shares
    Change vs previous 13F +35 shares

    0.33% of the 13F portfolio, value $831,561.

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

  2. period ended2026-06-30
    13F 2,187 shares
    Change vs previous 13F -571 shares

    0.32% of the 13F portfolio, value $807,593.

    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 2,758 shares
    Change vs previous 13F -63 shares

    0.4% of the 13F portfolio, value $954,351.

    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 2,821 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $945,797.

    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 2,821 shares
    Change vs previous 13F -228 shares

    0.42% of the 13F portfolio, value $929,153.

    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 3,049 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $926,683.

    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 3,049 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $837,987.

    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 3,049 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $883,631.

    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).