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Disclosery

Krilogy Financial LLC: IBDX position timeline

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

Krilogy Financial LLC held 219,930 IBDX 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 219,930 shares
    Change vs previous 13F -1,009 shares

    0.16% of the 13F portfolio, value $5,540,037.

    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 220,939 shares
    Change vs previous 13F +2,518 shares

    0.18% of the 13F portfolio, value $5,604,118.

    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 218,421 shares
    Change vs previous 13F +4,891 shares

    0.19% of the 13F portfolio, value $5,582,841.

    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 213,530 shares
    Change vs previous 13F +20,932 shares

    0.2% of the 13F portfolio, value $5,432,203.

    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 192,598 shares
    Change vs previous 13F +3,856 shares

    0.28% of the 13F portfolio, value $4,869,841.

    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 188,742 shares
    Change vs previous 13F +6,589 shares

    0.31% of the 13F portfolio, value $4,716,663.

    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 182,153 shares
    Change vs previous 13F +7,073 shares

    0.3% of the 13F portfolio, value $4,477,321.

    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 175,080 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,501,307.

    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).