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Disclosery

K2 Financial Inc.: SCHO position timeline

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

K2 Financial Inc. held 47,125 SCHO 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 47,125 shares
    Change vs previous 13F -120 shares

    0.8% of the 13F portfolio, value $1,135,241.

    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 47,245 shares
    Change vs previous 13F -5,434 shares

    0.83% of the 13F portfolio, value $1,146,164.

    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 52,679 shares
    Change vs previous 13F -4,029 shares

    0.99% of the 13F portfolio, value $1,284,314.

    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 56,708 shares
    Change vs previous 13F +6,141 shares

    1.11% of the 13F portfolio, value $1,383,675.

    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 50,567 shares
    Change vs previous 13F -1,462 shares

    1.08% of the 13F portfolio, value $1,225,238.

    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 52,029 shares
    Change vs previous 13F +3,264 shares

    1.24% of the 13F portfolio, value $1,268,467.

    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 48,765 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,175,237.

    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).