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Disclosery

K2 Financial Inc.: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of K2 Financial Inc. on ACWV, newest first. How the timeline and the estimate are built.

K2 Financial Inc. held 20,328 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,328 shares
    Change vs previous 13F +460 shares

    1.75% of the 13F portfolio, value $2,483,472.

    13F-HR 0002044711-26-000003 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,868 shares
    Change vs previous 13F +849 shares

    1.74% of the 13F portfolio, value $2,397,670.

    13F-HR 0002044711-26-000002 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,019 shares
    Change vs previous 13F -376 shares

    1.75% of the 13F portfolio, value $2,270,678.

    13F-HR 0002044711-26-000001 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,395 shares
    Change vs previous 13F +507 shares

    1.85% of the 13F portfolio, value $2,307,229.

    13F-HR 0002044711-25-000005 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,888 shares
    Change vs previous 13F -176 shares

    1.94% of the 13F portfolio, value $2,199,319.

    13F-HR 0002044711-25-000004 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,064 shares
    Change vs previous 13F +461 shares

    2.12% of the 13F portfolio, value $2,158,998.

    13F-HR 0002044711-25-000002 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,603 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,003,357.

    13F-HR 0002044711-25-000001 filed by K2 Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).