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Disclosery

Krilogy Financial LLC: IBDW position timeline

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

Krilogy Financial LLC held 267,705 IBDW 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 267,705 shares
    Change vs previous 13F -1,365 shares

    0.17% of the 13F portfolio, value $5,578,972.

    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 269,070 shares
    Change vs previous 13F +4,979 shares

    0.18% of the 13F portfolio, value $5,647,779.

    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 264,091 shares
    Change vs previous 13F +6,801 shares

    0.19% of the 13F portfolio, value $5,594,768.

    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 257,290 shares
    Change vs previous 13F +27,375 shares

    0.2% of the 13F portfolio, value $5,418,527.

    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 229,915 shares
    Change vs previous 13F +4,392 shares

    0.28% of the 13F portfolio, value $4,837,412.

    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 225,523 shares
    Change vs previous 13F +6,223 shares

    0.3% of the 13F portfolio, value $4,679,603.

    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 219,300 shares
    Change vs previous 13F +8,347 shares

    0.3% of the 13F portfolio, value $4,462,755.

    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 210,953 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,476,423.

    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).