• 13F History

K2 Financial Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$101M
Signature - Title
Travis Bettfreund - Chief Compliance Officer
Location
Glendora, CA
Summary
This page shows a list of all the recent 13F filings made by K2 Financial Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. K2 Financial Inc. reported 60 stock holdings with total value $101M as of Q4 2024. Top holdings included VEA, SCHX, MUB, SUB, and VTEB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 60 $101M $0 $0 VEA, SCHX, MUB, SUB, VTEB 13F-HR 2/6/2025, 06:15 PM