SEC 13F Intelligence

Kaizen Financial Strategies / TDTF

Kaizen Financial Strategies’s Flexshares Tr Position

Does Kaizen Financial Strategies own Flexshares Tr (TDTF)? Not currently — the last reported position was 70.0K shares worth $2M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2022
Shares
70.0K
% of Portfolio
+1.66%
Quarters Held
7
position exited

Position History TDTF

Reported value by quarter
Q1 ’21: $1MQ1 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202270.0K$2M+1.66%
Q3 2022101.9K$2M+2.42%
Q2 2022109.5K$3M+2.72%
Q1 202296.6K$3M+2.05%
Q4 202192.8K$3M+1.95%
Q3 202184.3K$2M+1.90%
Q1 202153.8K$1M+1.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of TDTF.