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Disclosery

K2 Financial Inc.: DFAS position timeline

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

K2 Financial Inc. held 5,797 DFAS 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 5,797 shares
    Change vs previous 13F -711 shares

    0.33% of the 13F portfolio, value $473,583.

    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 6,508 shares
    Change vs previous 13F +20 shares

    0.36% of the 13F portfolio, value $501,138.

    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 6,488 shares
    Change vs previous 13F -374 shares

    0.37% of the 13F portfolio, value $472,556.

    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 6,862 shares
    Change vs previous 13F -3 shares

    0.37% of the 13F portfolio, value $462,738.

    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 6,865 shares
    Change vs previous 13F +119 shares

    0.39% of the 13F portfolio, value $441,529.

    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 6,746 shares
    Change vs previous 13F +275 shares

    0.36% of the 13F portfolio, value $367,589.

    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 6,471 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $417,512.

    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).