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Krilogy Financial LLC: DFAX position timeline

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

Krilogy Financial LLC held 49,589 DFAX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,589 shares
    Change vs previous 13F +3,586 shares

    0.05% of the 13F portfolio, value $1,830,823.

    13F-HR 0001659047-26-000008 filed by Krilogy Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,003 shares
    Change vs previous 13F +1,810 shares

    0.05% of the 13F portfolio, value $1,694,757.

    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).

  3. period ended2026-03-31
    13F 44,193 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $1,609,946.

    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).

  4. period ended2025-12-31
    13F 44,188 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $1,537,301.

    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).

  5. period ended2025-09-30
    13F 44,168 shares
    Change vs previous 13F -964 shares

    0.05% of the 13F portfolio, value $1,396,597.

    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).

  6. period ended2025-06-30
    13F 45,132 shares
    Change vs previous 13F -879 shares

    0.08% of the 13F portfolio, value $1,325,518.

    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).

  7. period ended2025-03-31
    13F 46,011 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $1,205,481.

    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).

  8. period ended2024-12-31
    13F 46,004 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,143,653.

    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).