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Disclosery

Krilogy Financial LLC: AIQ position timeline

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

Krilogy Financial LLC held 18,355 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,355 shares
    Change vs previous 13F -6,014 shares

    0.04% of the 13F portfolio, value $1,204,274.

    13F-HR 0001659047-26-000005 filed by Krilogy Financial LLC
    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 24,369 shares
    Change vs previous 13F -560 shares

    0.04% of the 13F portfolio, value $1,303,500.

    13F-HR 0001659047-26-000004 filed by Krilogy Financial LLC
    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 24,929 shares
    Change vs previous 13F -3,848 shares

    0.04% of the 13F portfolio, value $1,307,030.

    13F-HR 0001659047-26-000002 filed by Krilogy Financial LLC
    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 28,777 shares
    Change vs previous 13F +7,696 shares

    0.06% of the 13F portfolio, value $1,499,857.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial LLC
    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 21,081 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $921,029.

    13F-HR 0001659047-25-000004 filed by Krilogy Financial LLC
    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 21,081 shares
    Change vs previous 13F -523 shares

    0.05% of the 13F portfolio, value $766,927.

    13F-HR 0001659047-25-000003 filed by Krilogy Financial LLC
    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 21,604 shares
    Change vs previous 13F +1,180 shares

    0.06% of the 13F portfolio, value $834,779.

    13F-HR 0001659047-25-000001 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,424 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $759,161.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).