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Disclosery

Krilogy Financial LLC: DFIP position timeline

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

Krilogy Financial LLC held 29,022 DFIP 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 29,022 shares
    Change vs previous 13F -115,212 shares

    0.04% of the 13F portfolio, value $1,197,303.

    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 144,234 shares
    Change vs previous 13F +5,948 shares

    0.2% of the 13F portfolio, value $6,066,473.

    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 138,286 shares
    Change vs previous 13F +8,968 shares

    0.2% of the 13F portfolio, value $5,770,002.

    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 129,318 shares
    Change vs previous 13F +24,860 shares

    0.2% of the 13F portfolio, value $5,432,629.

    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 104,458 shares
    Change vs previous 13F +1,682 shares

    0.25% of the 13F portfolio, value $4,367,409.

    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 102,776 shares
    Change vs previous 13F +4,855 shares

    0.28% of the 13F portfolio, value $4,327,980.

    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 97,921 shares
    Change vs previous 13F +5,775 shares

    0.26% of the 13F portfolio, value $3,964,917.

    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 92,146 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,895,949.

    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).