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Disclosery

Kaizen Financial Strategies: XLU position timeline

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

Kaizen Financial Strategies held 0 XLU 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 0 shares
    Change vs previous 13F -5,760 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 5,760 shares
    Change vs previous 13F -18 shares

    0.1% of the 13F portfolio, value $257,875.

    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 5,778 shares
    Change vs previous 13F +318 shares

    0.11% of the 13F portfolio, value $267,810.

    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 5,460 shares
    Change vs previous 13F +2,430 shares

    0.1% of the 13F portfolio, value $233,087.

    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 3,030 shares
    Change vs previous 13F -750 shares

    0.12% of the 13F portfolio, value $268,034.

    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 3,780 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $308,675.

    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 3,780 shares
    Change vs previous 13F +460 shares

    0.17% of the 13F portfolio, value $298,053.

    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 3,320 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $251,291.

    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).