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Disclosery

K2 Financial Inc.: BND position timeline

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

K2 Financial Inc. held 110,491 BND 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 110,491 shares
    Change vs previous 13F +4,667 shares

    5.7% of the 13F portfolio, value $8,081,312.

    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 105,824 shares
    Change vs previous 13F +4,576 shares

    5.68% of the 13F portfolio, value $7,816,161.

    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 101,248 shares
    Change vs previous 13F +2,393 shares

    5.8% of the 13F portfolio, value $7,505,514.

    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 98,855 shares
    Change vs previous 13F +12,440 shares

    5.93% of the 13F portfolio, value $7,378,537.

    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 86,415 shares
    Change vs previous 13F +45,978 shares

    5.53% of the 13F portfolio, value $6,271,137.

    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 40,437 shares
    Change vs previous 13F +595 shares

    2.87% of the 13F portfolio, value $2,921,573.

    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 39,842 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $2,835,555.

    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).