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Disclosery

K2 Financial Inc.: VUG position timeline

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

K2 Financial Inc. held 32,866 VUG 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 32,866 shares
    Change vs previous 13F +158 shares

    2.01% of the 13F portfolio, value $2,848,825.

    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 32,708 shares
    Change vs previous 13F +27,344 shares

    1.97% of the 13F portfolio, value $2,715,418.

    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 5,364 shares
    Change vs previous 13F -130 shares

    2.02% of the 13F portfolio, value $2,618,437.

    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 5,494 shares
    Change vs previous 13F -47 shares

    2.12% of the 13F portfolio, value $2,635,087.

    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 5,541 shares
    Change vs previous 13F +25 shares

    2.17% of the 13F portfolio, value $2,461,091.

    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 5,516 shares
    Change vs previous 13F -380 shares

    1.85% of the 13F portfolio, value $1,888,899.

    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 5,896 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,390,946.

    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).