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Disclosery

Krilogy Financial LLC: IBDV position timeline

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

Krilogy Financial LLC held 246,320 IBDV 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 246,320 shares
    Change vs previous 13F -1,844 shares

    0.16% of the 13F portfolio, value $5,369,776.

    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 248,164 shares
    Change vs previous 13F +3,228 shares

    0.18% of the 13F portfolio, value $5,440,996.

    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 244,936 shares
    Change vs previous 13F +8,911 shares

    0.18% of the 13F portfolio, value $5,413,086.

    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 236,025 shares
    Change vs previous 13F +33,129 shares

    0.19% of the 13F portfolio, value $5,190,190.

    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 202,896 shares
    Change vs previous 13F +4,438 shares

    0.26% of the 13F portfolio, value $4,459,655.

    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 198,458 shares
    Change vs previous 13F +6,976 shares

    0.28% of the 13F portfolio, value $4,310,508.

    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 191,482 shares
    Change vs previous 13F -1,512 shares

    0.27% of the 13F portfolio, value $4,090,056.

    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 192,994 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,278,677.

    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).