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Disclosery

K2 Financial Inc.: SCHM position timeline

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

K2 Financial Inc. held 48,512 SCHM 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 48,512 shares
    Change vs previous 13F -373 shares

    1.24% of the 13F portfolio, value $1,750,783.

    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 48,885 shares
    Change vs previous 13F +3,420 shares

    1.2% of the 13F portfolio, value $1,650,830.

    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 45,465 shares
    Change vs previous 13F +6,866 shares

    1.1% of the 13F portfolio, value $1,426,684.

    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 38,599 shares
    Change vs previous 13F +5,062 shares

    0.91% of the 13F portfolio, value $1,137,119.

    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 33,537 shares
    Change vs previous 13F +2,574 shares

    0.83% of the 13F portfolio, value $946,416.

    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 30,963 shares
    Change vs previous 13F +1,705 shares

    0.73% of the 13F portfolio, value $740,939.

    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 29,258 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $815,132.

    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).