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Krilogy Financial LLC: IBCA position timeline

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

Krilogy Financial LLC held 201,612 IBCA 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 201,612 shares
    Change vs previous 13F -4,340 shares

    0.15% of the 13F portfolio, value $5,163,283.

    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 205,952 shares
    Change vs previous 13F +44,439 shares

    0.17% of the 13F portfolio, value $5,305,324.

    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 161,513 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,197,723.

    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).