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Disclosery

K2 Financial Inc.: SCHX position timeline

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

K2 Financial Inc. held 401,944 SCHX 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 401,944 shares
    Change vs previous 13F -3,528 shares

    8.41% of the 13F portfolio, value $11,917,632.

    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 405,472 shares
    Change vs previous 13F +24,860 shares

    8.27% of the 13F portfolio, value $11,369,424.

    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 380,612 shares
    Change vs previous 13F +8,322 shares

    8.02% of the 13F portfolio, value $10,371,683.

    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 372,290 shares
    Change vs previous 13F -15,174 shares

    7.86% of the 13F portfolio, value $9,780,047.

    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 387,464 shares
    Change vs previous 13F +6,520 shares

    8.42% of the 13F portfolio, value $9,547,122.

    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 380,944 shares
    Change vs previous 13F +35,274 shares

    7.59% of the 13F portfolio, value $7,733,161.

    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 345,670 shares
    Change vs previous 13F not available

    7.92% of the 13F portfolio, value $7,967,698.

    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).