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Disclosery

Krilogy Financial LLC: IBDR position timeline

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

Krilogy Financial LLC held 12,096 IBDR 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 12,096 shares
    Change vs previous 13F -208,477 shares

    0.01% of the 13F portfolio, value $293,086.

    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 220,573 shares
    Change vs previous 13F -485 shares

    0.17% of the 13F portfolio, value $5,337,867.

    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 221,058 shares
    Change vs previous 13F +13,723 shares

    0.18% of the 13F portfolio, value $5,365,078.

    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 207,335 shares
    Change vs previous 13F +16,716 shares

    0.19% of the 13F portfolio, value $5,019,580.

    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 190,619 shares
    Change vs previous 13F +47,011 shares

    0.27% of the 13F portfolio, value $4,622,511.

    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 143,608 shares
    Change vs previous 13F -6,425 shares

    0.23% of the 13F portfolio, value $3,476,750.

    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 150,033 shares
    Change vs previous 13F +12,957 shares

    0.24% of the 13F portfolio, value $3,611,295.

    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 137,076 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,330,947.

    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).