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Kaizen Financial Strategies → HODL

Kaizen Financial Strategies HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
8
Latest value
$6.3M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.3M
Q4 2025$3.4M
Q4 2025$45K
Q1 2026$5M
Q1 2026$200K
Q2 2026$6.8M
Q2 2026$23.4M
Q3 2026$6.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.3M10.3K——
Q2 2026$23.4M37.7K——
Q2 2026$6.8M11.0K——
Q1 2026$200K44.2K——
Q1 2026$5M10.9K——
Q4 2025$45K13.7K——
Q4 2025$3.4M9.5K——
Q3 2025$3.3M9.5K——

Other funds holding HODL

Other Kaizen Financial Strategies positions

SPY

SPDR S&P 500 ETF TR

$18.9M
SPY

SPDR S&P 500 ETF TR

$18.5M
SPY

STATE STR SPDR S&P 500 ETF T

$18.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.7M
AAPL

APPLE INC

$17.6M