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Krilogy Financial LLC: DFSD position timeline

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

Krilogy Financial LLC held 121,914 DFSD 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 121,914 shares
    Change vs previous 13F +105,280 shares

    0.17% of the 13F portfolio, value $5,821,409.

    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 16,634 shares
    Change vs previous 13F +1,400 shares

    0.03% of the 13F portfolio, value $799,773.

    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 15,234 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $731,852.

    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 15,234 shares
    Change vs previous 13F +5,018 shares

    0.03% of the 13F portfolio, value $733,833.

    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 10,216 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $490,481.

    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 10,216 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $485,475.

    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).