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Disclosery

K2 Financial Inc.: SCHV position timeline

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

K2 Financial Inc. held 53,959 SCHV 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 53,959 shares
    Change vs previous 13F -943 shares

    1.31% of the 13F portfolio, value $1,862,665.

    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 54,902 shares
    Change vs previous 13F -2,060 shares

    1.27% of the 13F portfolio, value $1,753,021.

    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 56,962 shares
    Change vs previous 13F +1,666 shares

    1.34% of the 13F portfolio, value $1,729,936.

    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 55,296 shares
    Change vs previous 13F +12,976 shares

    1.28% of the 13F portfolio, value $1,590,866.

    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 42,320 shares
    Change vs previous 13F -751 shares

    1.03% of the 13F portfolio, value $1,172,264.

    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 43,071 shares
    Change vs previous 13F -698 shares

    1.04% of the 13F portfolio, value $1,056,532.

    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 43,769 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,135,806.

    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).