13F Filings History of Kaizen Advisory, LLC
- Latest 13F filing
- Q4 2018 - 15 Feb 2019
- Latest reported 13F value
- $143,951,000
- Largest 13F holdings
-
SPY AAPL MSFT AMZN MA CMCSA ADBE BRKB BKNG COST TXN FHI
+8 more
NTRI INTU JNJ WM AFL TSCO WDFC VEEV - Form 13F summary
-
- Kaizen Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Kaizen Advisory, LLC reported 570 equity holdings with a total reported market value of $143,951,000 for Q4 2018. Top reported holdings included SPY, AAPL, MSFT, AMZN, and MA.
- Manager signature
- Thomas Young - President
- Manager location
- Wheaton, IL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Kaizen Advisory, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2018
Latest value
$143,951,000
Quarter delta
-$47,640,000
Accepted
15 Feb 2019, 16:00
Rows shown
1-5 of 5
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2018 | 570 | $143,951,000 | +$7,094,087 | -$21,779,228 | -$14,685,141 | SPY, AAPL, MSFT, AMZN, MA | 13F-HR | 15 Feb 2019, 16:00 |
| Q3 2018 | 569 | $191,591,000 | +$77,862,282 | -$92,171,954 | -$14,309,672 | SPY, AAPL, MSFT, AMZN, MA | 13F-HR | 01 Nov 2018, 15:57 |
| Q2 2018 | 579 | $196,790,000 | +$121,584,114 | -$29,472,004 | +$92,112,110 | SPY, AAPL, SHAK, MSFT, ABMD | 13F-HR | 26 Jul 2018, 13:50 |
| Q1 2018 | 580 | $101,280,000 | +$66,292,408 | -$88,481,710 | -$22,189,302 | SPY, NTB, VNOM, AAPL, MSFT | 13F-HR | 15 May 2018, 14:16 |
| Q4 2017 | 583 | $123,688,000 | $0 | $0 | $0 | SPY, AAPL, JPM, HD, ROST | 13F-HR | 13 Feb 2018, 11:03 |