13F Filings History of Kaizen Advisory, LLC

Latest 13F report
Q4 2018 - 15 Feb 2019
Value $
$143,951,000
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 $143,951,000 as of Q4 2018. Top holdings included SPY, AAPL, MSFT, AMZN, and MA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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