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Disclosery

K2 Financial Inc.: USMV position timeline

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

K2 Financial Inc. held 11,721 USMV 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 11,721 shares
    Change vs previous 13F -209 shares

    0.81% of the 13F portfolio, value $1,147,369.

    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 11,930 shares
    Change vs previous 13F -10 shares

    0.82% of the 13F portfolio, value $1,122,494.

    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 11,940 shares
    Change vs previous 13F +47 shares

    0.87% of the 13F portfolio, value $1,128,569.

    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 11,893 shares
    Change vs previous 13F +97 shares

    0.9% of the 13F portfolio, value $1,121,272.

    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 11,796 shares
    Change vs previous 13F -31 shares

    0.96% of the 13F portfolio, value $1,087,355.

    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 11,827 shares
    Change vs previous 13F +277 shares

    1.02% of the 13F portfolio, value $1,043,141.

    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 11,550 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,018,364.

    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).