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Disclosery

K2 Financial Inc.: SCHG position timeline

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

K2 Financial Inc. held 64,657 SCHG 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 64,657 shares
    Change vs previous 13F -1,511 shares

    1.58% of the 13F portfolio, value $2,232,606.

    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 66,168 shares
    Change vs previous 13F +4,244 shares

    1.58% of the 13F portfolio, value $2,173,619.

    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 61,924 shares
    Change vs previous 13F +940 shares

    1.56% of the 13F portfolio, value $2,024,296.

    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 60,984 shares
    Change vs previous 13F +10,972 shares

    1.57% of the 13F portfolio, value $1,953,927.

    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 50,012 shares
    Change vs previous 13F +68 shares

    1.3% of the 13F portfolio, value $1,473,854.

    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 49,944 shares
    Change vs previous 13F +7,221 shares

    1.13% of the 13F portfolio, value $1,149,711.

    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 42,723 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,180,436.

    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).