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Disclosery

Kaizen Financial Strategies: XLRE position timeline

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

Kaizen Financial Strategies held 7,476 XLRE 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 7,476 shares
    Change vs previous 13F -497 shares

    0.12% of the 13F portfolio, value $305,843.

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

  2. period ended2026-06-30
    13F 7,973 shares
    Change vs previous 13F -10,961 shares

    0.14% of the 13F portfolio, value $352,247.

    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 18,934 shares
    Change vs previous 13F -2,983 shares

    0.35% of the 13F portfolio, value $829,499.

    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 21,917 shares
    Change vs previous 13F +3,419 shares

    0.39% of the 13F portfolio, value $884,351.

    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 18,498 shares
    Change vs previous 13F -620 shares

    0.34% of the 13F portfolio, value $753,424.

    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 19,118 shares
    Change vs previous 13F -390 shares

    0.4% of the 13F portfolio, value $791,868.

    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 19,508 shares
    Change vs previous 13F +1,222 shares

    0.47% of the 13F portfolio, value $816,410.

    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 18,286 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $743,692.

    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).