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Disclosery

Krilogy Financial LLC: DFAW position timeline

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

Krilogy Financial LLC held 39,033 DFAW 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 39,033 shares
    Change vs previous 13F -3,267 shares

    0.1% of the 13F portfolio, value $3,231,520.

    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 42,300 shares
    Change vs previous 13F -700 shares

    0.11% of the 13F portfolio, value $3,338,744.

    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 43,000 shares
    Change vs previous 13F +855 shares

    0.11% of the 13F portfolio, value $3,302,375.

    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 42,145 shares
    Change vs previous 13F +8,671 shares

    0.11% of the 13F portfolio, value $3,049,591.

    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 33,474 shares
    Change vs previous 13F +250 shares

    0.13% of the 13F portfolio, value $2,245,414.

    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 33,224 shares
    Change vs previous 13F +1,204 shares

    0.13% of the 13F portfolio, value $2,035,967.

    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 32,020 shares
    Change vs previous 13F +180 shares

    0.13% of the 13F portfolio, value $1,999,989.

    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 31,840 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,020,573.

    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).