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Disclosery

Kaizen Financial Strategies: VYM position timeline

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

Kaizen Financial Strategies held 45,928 VYM 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 45,928 shares
    Change vs previous 13F +6,241 shares

    2.8% of the 13F portfolio, value $7,128,048.

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

  2. period ended2026-06-30
    13F 39,687 shares
    Change vs previous 13F +16,739 shares

    2.48% of the 13F portfolio, value $6,280,012.

    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 22,948 shares
    Change vs previous 13F +19,667 shares

    1.49% of the 13F portfolio, value $3,530,116.

    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 3,281 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $470,876.

    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).