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Disclosery

K2 Financial Inc.: SCHZ position timeline

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

K2 Financial Inc. held 96,470 SCHZ 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 96,470 shares
    Change vs previous 13F +6,031 shares

    1.57% of the 13F portfolio, value $2,224,606.

    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 90,439 shares
    Change vs previous 13F +12,081 shares

    1.53% of the 13F portfolio, value $2,106,322.

    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 78,358 shares
    Change vs previous 13F +16,935 shares

    1.42% of the 13F portfolio, value $1,832,792.

    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 61,423 shares
    Change vs previous 13F +9,901 shares

    1.16% of the 13F portfolio, value $1,445,908.

    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 51,522 shares
    Change vs previous 13F +7,161 shares

    1.04% of the 13F portfolio, value $1,179,843.

    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 44,361 shares
    Change vs previous 13F +2,791 shares

    0.99% of the 13F portfolio, value $1,011,430.

    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 41,570 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $933,653.

    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).