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Disclosery

Kaizen Financial Strategies: XTL position timeline

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

Kaizen Financial Strategies held 3,010 XTL 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 3,010 shares
    Change vs previous 13F -3,035 shares

    0.24% of the 13F portfolio, value $611,000.

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

  2. period ended2026-06-30
    13F 6,045 shares
    Change vs previous 13F -588 shares

    0.54% of the 13F portfolio, value $1,357,707.

    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 6,633 shares
    Change vs previous 13F +638 shares

    0.61% of the 13F portfolio, value $1,450,106.

    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 5,995 shares
    Change vs previous 13F -250 shares

    0.41% of the 13F portfolio, value $918,554.

    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 6,245 shares
    Change vs previous 13F +125 shares

    0.41% of the 13F portfolio, value $909,709.

    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 6,120 shares
    Change vs previous 13F -30 shares

    0.36% of the 13F portfolio, value $717,952.

    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 6,150 shares
    Change vs previous 13F +740 shares

    0.35% of the 13F portfolio, value $614,691.

    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 5,410 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $579,086.

    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).