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Disclosery

K2 Financial Inc.: DFIV position timeline

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

K2 Financial Inc. held 9,089 DFIV 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 9,089 shares
    Change vs previous 13F -1,302 shares

    0.36% of the 13F portfolio, value $504,149.

    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 10,391 shares
    Change vs previous 13F -83 shares

    0.41% of the 13F portfolio, value $565,900.

    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 10,474 shares
    Change vs previous 13F -713 shares

    0.41% of the 13F portfolio, value $529,155.

    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 11,187 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $508,429.

    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 11,186 shares
    Change vs previous 13F -54 shares

    0.42% of the 13F portfolio, value $477,208.

    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 11,240 shares
    Change vs previous 13F +213 shares

    0.42% of the 13F portfolio, value $432,641.

    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 11,027 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $389,909.

    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).