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Disclosery

Kaizen Financial Strategies: XLK position timeline

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

Kaizen Financial Strategies held 13,980 XLK 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 13,980 shares
    Change vs previous 13F -215 shares

    1.08% of the 13F portfolio, value $2,736,547.

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

  2. period ended2026-06-30
    13F 14,195 shares
    Change vs previous 13F +504 shares

    1.04% of the 13F portfolio, value $2,634,821.

    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 13,691 shares
    Change vs previous 13F +1 shares

    0.88% of the 13F portfolio, value $2,081,330.

    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 13,690 shares
    Change vs previous 13F +6,474 shares

    0.87% of the 13F portfolio, value $1,970,897.

    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 7,216 shares
    Change vs previous 13F +119 shares

    0.94% of the 13F portfolio, value $2,086,692.

    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 7,097 shares
    Change vs previous 13F -198 shares

    0.91% of the 13F portfolio, value $1,797,053.

    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 7,295 shares
    Change vs previous 13F +1,601 shares

    0.87% of the 13F portfolio, value $1,506,365.

    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 5,694 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,324,035.

    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).