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Disclosery

Krilogy Financial LLC: DFAE position timeline

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

Krilogy Financial LLC held 42,750 DFAE 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 42,750 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $1,718,978.

    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 42,730 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,586,992.

    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 42,730 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $1,499,396.

    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 42,917 shares
    Change vs previous 13F +5,253 shares

    0.05% of the 13F portfolio, value $1,397,378.

    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 37,664 shares
    Change vs previous 13F +1,920 shares

    0.06% of the 13F portfolio, value $1,090,373.

    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 35,744 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $925,413.

    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 35,744 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $906,826.

    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 35,744 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $979,744.

    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).