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Krilogy Financial LLC: DFIC position timeline

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

Krilogy Financial LLC held 820,801 DFIC 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 820,801 shares
    Change vs previous 13F -41,170 shares

    0.9% of the 13F portfolio, value $30,583,029.

    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 861,971 shares
    Change vs previous 13F +8,612 shares

    1.04% of the 13F portfolio, value $32,410,114.

    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 853,359 shares
    Change vs previous 13F +10,143 shares

    1.06% of the 13F portfolio, value $31,066,526.

    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 843,216 shares
    Change vs previous 13F +45,534 shares

    1.04% of the 13F portfolio, value $27,636,417.

    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 797,682 shares
    Change vs previous 13F -10,445 shares

    1.42% of the 13F portfolio, value $24,799,937.

    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 808,127 shares
    Change vs previous 13F +49,921 shares

    1.45% of the 13F portfolio, value $22,441,691.

    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 758,206 shares
    Change vs previous 13F +80,500 shares

    1.31% of the 13F portfolio, value $19,595,844.

    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 677,706 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $19,070,642.

    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).