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Disclosery

Kaizen Financial Strategies: XLC position timeline

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

Kaizen Financial Strategies held 6,242 XLC 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 6,242 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $692,626.

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

  2. period ended2026-06-30
    13F 6,240 shares
    Change vs previous 13F -382 shares

    0.27% of the 13F portfolio, value $684,799.

    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 6,622 shares
    Change vs previous 13F +350 shares

    0.33% of the 13F portfolio, value $786,863.

    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 6,272 shares
    Change vs previous 13F -518 shares

    0.33% of the 13F portfolio, value $738,298.

    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 6,790 shares
    Change vs previous 13F +523 shares

    0.34% of the 13F portfolio, value $763,156.

    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 6,267 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $680,206.

    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 6,266 shares
    Change vs previous 13F -98 shares

    0.35% of the 13F portfolio, value $604,355.

    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 6,364 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $616,118.

    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).