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Disclosery

Krilogy Financial LLC: IBDS position timeline

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

Krilogy Financial LLC held 218,269 IBDS 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 218,269 shares
    Change vs previous 13F -4,666 shares

    0.16% of the 13F portfolio, value $5,286,475.

    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 222,935 shares
    Change vs previous 13F +1,829 shares

    0.17% of the 13F portfolio, value $5,399,486.

    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 221,106 shares
    Change vs previous 13F +7,201 shares

    0.18% of the 13F portfolio, value $5,377,298.

    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 213,905 shares
    Change vs previous 13F +25,297 shares

    0.19% of the 13F portfolio, value $5,182,918.

    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 188,608 shares
    Change vs previous 13F +31,632 shares

    0.26% of the 13F portfolio, value $4,577,517.

    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 156,976 shares
    Change vs previous 13F +4,620 shares

    0.25% of the 13F portfolio, value $3,795,680.

    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 152,356 shares
    Change vs previous 13F +14,364 shares

    0.24% of the 13F portfolio, value $3,650,450.

    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 137,992 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,362,866.

    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).