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Disclosery

K2 Financial Inc.: MTBA position timeline

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

K2 Financial Inc. held 0 MTBA shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -25,573 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 25,573 shares
    Change vs previous 13F +1,344 shares

    1.25% of the 13F portfolio, value $1,269,699.

    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).

  3. period ended2024-12-31
    13F 24,229 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,190,855.

    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).