• 13F History

Kaizen Advisory, LLC

13F Filings History

Latest 13F report
Q4 2018 - Feb 15, 2019
Value $
$144M
Signature - Title
Thomas Young - President
Location
Wheaton, IL
Summary
This page shows a list of all the recent 13F filings made by Kaizen Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kaizen Advisory, LLC reported 570 stock holdings with total value $144M as of Q4 2018. Top holdings included SPY, AAPL, MSFT, AMZN, and MA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2018 570 $144M +$7.09M -$19M -$12M SPY, AAPL, MSFT, AMZN, MA 13F-HR 2/15/2019, 03:00 PM
Q3 2018 569 $192M +$77.9M -$24M +$53.9M SPY, AAPL, MSFT, AMZN, MA 13F-HR 11/1/2018, 03:57 PM
Q2 2018 579 $197M +$122M -$28.6M +$93M SPY, AAPL, SHAK, MSFT, ABMD 13F-HR 7/26/2018, 01:50 PM
Q1 2018 579 $101M +$65.9M -$54.3M +$11.5M SPY, NTB, VNOM, AAPL, MSFT 13F-HR 5/15/2018, 02:16 PM
Q4 2017 548 $123M SPY, AAPL, JPM, HD, ROST 13F-HR 2/13/2018, 10:03 AM