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Disclosery

K2 Financial Inc.: CLIP position timeline

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

K2 Financial Inc. held 4,818 CLIP 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 4,818 shares
    Change vs previous 13F -22 shares

    0.34% of the 13F portfolio, value $482,282.

    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 4,840 shares
    Change vs previous 13F -1,222 shares

    0.35% of the 13F portfolio, value $485,307.

    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 6,062 shares
    Change vs previous 13F -120 shares

    0.47% of the 13F portfolio, value $607,231.

    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 6,182 shares
    Change vs previous 13F -76 shares

    0.5% of the 13F portfolio, value $619,498.

    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 6,258 shares
    Change vs previous 13F -350 shares

    0.55% of the 13F portfolio, value $627,146.

    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 6,608 shares
    Change vs previous 13F +95 shares

    0.65% of the 13F portfolio, value $662,650.

    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 6,513 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $652,681.

    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).