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Disclosery

Krilogy Financial LLC: IBDU position timeline

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

Krilogy Financial LLC held 226,780 IBDU 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 226,780 shares
    Change vs previous 13F +365 shares

    0.16% of the 13F portfolio, value $5,252,225.

    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 226,415 shares
    Change vs previous 13F +3,086 shares

    0.17% of the 13F portfolio, value $5,269,810.

    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 223,329 shares
    Change vs previous 13F +6,764 shares

    0.18% of the 13F portfolio, value $5,237,065.

    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 216,565 shares
    Change vs previous 13F +25,415 shares

    0.19% of the 13F portfolio, value $5,054,627.

    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 191,150 shares
    Change vs previous 13F +10,721 shares

    0.26% of the 13F portfolio, value $4,459,530.

    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 180,429 shares
    Change vs previous 13F +14,809 shares

    0.27% of the 13F portfolio, value $4,173,323.

    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 165,620 shares
    Change vs previous 13F -7,108 shares

    0.25% of the 13F portfolio, value $3,776,136.

    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 172,728 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,060,836.

    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).