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Disclosery

Kaizen Financial Strategies: VWO position timeline

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

Kaizen Financial Strategies held 17,542 VWO 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 17,542 shares
    Change vs previous 13F -21 shares

    0.41% of the 13F portfolio, value $1,040,432.

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

  2. period ended2026-06-30
    13F 17,563 shares
    Change vs previous 13F +19 shares

    0.41% of the 13F portfolio, value $1,040,091.

    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 17,544 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,021,214.

    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 17,544 shares
    Change vs previous 13F +328 shares

    0.42% of the 13F portfolio, value $943,145.

    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 17,216 shares
    Change vs previous 13F -1,165 shares

    0.42% of the 13F portfolio, value $939,801.

    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 18,381 shares
    Change vs previous 13F +2,907 shares

    0.46% of the 13F portfolio, value $909,148.

    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 15,474 shares
    Change vs previous 13F +873 shares

    0.4% of the 13F portfolio, value $700,367.

    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 14,601 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $643,044.

    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).