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Disclosery

K2 Financial Inc.: SCHC position timeline

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

K2 Financial Inc. held 18,028 SCHC 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 18,028 shares
    Change vs previous 13F -121 shares

    0.62% of the 13F portfolio, value $883,919.

    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 18,149 shares
    Change vs previous 13F +1,002 shares

    0.66% of the 13F portfolio, value $909,106.

    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 17,147 shares
    Change vs previous 13F +1,642 shares

    0.62% of the 13F portfolio, value $800,786.

    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 15,505 shares
    Change vs previous 13F +1,531 shares

    0.56% of the 13F portfolio, value $700,689.

    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 13,974 shares
    Change vs previous 13F +814 shares

    0.52% of the 13F portfolio, value $595,032.

    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 13,160 shares
    Change vs previous 13F +607 shares

    0.47% of the 13F portfolio, value $480,080.

    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 12,553 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $421,417.

    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).