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Disclosery

Krilogy Financial LLC: IBDY position timeline

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

Krilogy Financial LLC held 204,922 IBDY 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 204,922 shares
    Change vs previous 13F -2,849 shares

    0.16% of the 13F portfolio, value $5,275,717.

    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 207,771 shares
    Change vs previous 13F +5,661 shares

    0.17% of the 13F portfolio, value $5,388,541.

    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 202,110 shares
    Change vs previous 13F +1,817 shares

    0.18% of the 13F portfolio, value $5,293,261.

    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 200,293 shares
    Change vs previous 13F +15,602 shares

    0.2% of the 13F portfolio, value $5,211,624.

    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 184,691 shares
    Change vs previous 13F -9,954 shares

    0.27% of the 13F portfolio, value $4,784,421.

    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 194,645 shares
    Change vs previous 13F +18,077 shares

    0.32% of the 13F portfolio, value $4,975,127.

    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 176,568 shares
    Change vs previous 13F +14,880 shares

    0.3% of the 13F portfolio, value $4,431,857.

    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 161,688 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,268,564.

    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).