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Disclosery

K2 Financial Inc.: DFUS position timeline

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

K2 Financial Inc. held 19,380 DFUS 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 19,380 shares
    Change vs previous 13F -2,288 shares

    1.13% of the 13F portfolio, value $1,594,819.

    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 21,668 shares
    Change vs previous 13F +121 shares

    1.22% of the 13F portfolio, value $1,680,769.

    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 21,547 shares
    Change vs previous 13F -1,041 shares

    1.25% of the 13F portfolio, value $1,619,279.

    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 22,588 shares
    Change vs previous 13F -72 shares

    1.31% of the 13F portfolio, value $1,629,746.

    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 22,660 shares
    Change vs previous 13F +441 shares

    1.35% of the 13F portfolio, value $1,527,977.

    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 22,219 shares
    Change vs previous 13F +662 shares

    1.21% of the 13F portfolio, value $1,233,580.

    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 21,557 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,364,975.

    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).