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Disclosery

Krilogy Financial LLC: DFSV position timeline

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

Krilogy Financial LLC held 562,531 DFSV 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 562,531 shares
    Change vs previous 13F +5,255 shares

    0.65% of the 13F portfolio, value $21,820,586.

    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 557,276 shares
    Change vs previous 13F -10,197 shares

    0.65% of the 13F portfolio, value $20,323,867.

    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 567,473 shares
    Change vs previous 13F +10,940 shares

    0.68% of the 13F portfolio, value $19,889,942.

    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 556,533 shares
    Change vs previous 13F +37,153 shares

    0.66% of the 13F portfolio, value $17,480,689.

    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 519,380 shares
    Change vs previous 13F +51,032 shares

    0.88% of the 13F portfolio, value $15,285,358.

    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 468,348 shares
    Change vs previous 13F +37,605 shares

    0.85% of the 13F portfolio, value $13,184,003.

    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 430,743 shares
    Change vs previous 13F +28,085 shares

    0.88% of the 13F portfolio, value $13,258,271.

    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 402,658 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $12,401,852.

    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).