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Disclosery

Krilogy Financial LLC: IBDZ position timeline

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

Krilogy Financial LLC held 201,927 IBDZ 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 201,927 shares
    Change vs previous 13F -2,141 shares

    0.16% of the 13F portfolio, value $5,260,198.

    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 204,068 shares
    Change vs previous 13F +4,673 shares

    0.17% of the 13F portfolio, value $5,344,541.

    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 199,395 shares
    Change vs previous 13F +3,375 shares

    0.18% of the 13F portfolio, value $5,273,998.

    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 196,020 shares
    Change vs previous 13F +16,040 shares

    0.19% of the 13F portfolio, value $5,149,445.

    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 179,980 shares
    Change vs previous 13F -25,388 shares

    0.27% of the 13F portfolio, value $4,702,878.

    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 205,368 shares
    Change vs previous 13F +27,027 shares

    0.34% of the 13F portfolio, value $5,295,496.

    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 178,341 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,538,779.

    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).