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Kaizen Financial Strategies: WDC position timeline

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

Kaizen Financial Strategies held 1,947 WDC 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 1,947 shares
    Change vs previous 13F -204 shares

    0.35% of the 13F portfolio, value $884,834.

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

  2. period ended2026-06-30
    13F 2,151 shares
    Change vs previous 13F -83 shares

    0.51% of the 13F portfolio, value $1,287,094.

    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 2,234 shares
    Change vs previous 13F -342 shares

    0.34% of the 13F portfolio, value $808,015.

    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 2,576 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $443,768.

    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 2,571 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $420,616.

    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).