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Disclosery

K2 Financial Inc.: SCHA position timeline

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

K2 Financial Inc. held 166,262 SCHA 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 166,262 shares
    Change vs previous 13F -8,333 shares

    4.11% of the 13F portfolio, value $5,825,834.

    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 174,595 shares
    Change vs previous 13F +3,522 shares

    4.09% of the 13F portfolio, value $5,630,701.

    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 171,073 shares
    Change vs previous 13F +6,339 shares

    3.95% of the 13F portfolio, value $5,104,825.

    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 164,734 shares
    Change vs previous 13F -231 shares

    3.68% of the 13F portfolio, value $4,576,311.

    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 164,965 shares
    Change vs previous 13F +5,180 shares

    3.73% of the 13F portfolio, value $4,226,407.

    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 159,785 shares
    Change vs previous 13F +24,532 shares

    3.35% of the 13F portfolio, value $3,409,812.

    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 135,253 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $3,455,706.

    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).