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Disclosery

K2 Financial Inc.: USIG position timeline

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

K2 Financial Inc. held 71,133 USIG 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 71,133 shares
    Change vs previous 13F +4,231 shares

    2.56% of the 13F portfolio, value $3,634,203.

    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 66,902 shares
    Change vs previous 13F +6,530 shares

    2.51% of the 13F portfolio, value $3,449,442.

    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 60,372 shares
    Change vs previous 13F +7,387 shares

    2.42% of the 13F portfolio, value $3,127,251.

    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 52,985 shares
    Change vs previous 13F +5,130 shares

    2.23% of the 13F portfolio, value $2,770,069.

    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 47,855 shares
    Change vs previous 13F +9,787 shares

    2.14% of the 13F portfolio, value $2,427,690.

    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 38,068 shares
    Change vs previous 13F +1,648 shares

    1.87% of the 13F portfolio, value $1,900,728.

    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 36,420 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,809,001.

    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).