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Disclosery

Kaizen Financial Strategies: XSD position timeline

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

Kaizen Financial Strategies held 2,140 XSD 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 2,140 shares
    Change vs previous 13F +100 shares

    0.45% of the 13F portfolio, value $1,133,387.

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

  2. period ended2026-06-30
    13F 2,040 shares
    Change vs previous 13F -70 shares

    0.48% of the 13F portfolio, value $1,215,922.

    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 2,110 shares
    Change vs previous 13F +100 shares

    0.36% of the 13F portfolio, value $852,524.

    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 2,010 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $646,416.

    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 2,010 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $668,084.

    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 2,000 shares
    Change vs previous 13F -75 shares

    0.26% of the 13F portfolio, value $513,020.

    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 2,075 shares
    Change vs previous 13F +950 shares

    0.24% of the 13F portfolio, value $416,598.

    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 1,125 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $279,506.

    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).