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Disclosery

Krilogy Financial LLC: IBTG position timeline

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

Krilogy Financial LLC held 993,197 IBTG 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 993,197 shares
    Change vs previous 13F +73,094 shares

    0.67% of the 13F portfolio, value $22,734,290.

    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 920,103 shares
    Change vs previous 13F +52,720 shares

    0.68% of the 13F portfolio, value $21,047,375.

    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 867,383 shares
    Change vs previous 13F +57,939 shares

    0.68% of the 13F portfolio, value $19,884,768.

    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 809,444 shares
    Change vs previous 13F +141,591 shares

    0.7% of the 13F portfolio, value $18,516,040.

    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 667,853 shares
    Change vs previous 13F +19,333 shares

    0.88% of the 13F portfolio, value $15,313,865.

    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 648,520 shares
    Change vs previous 13F +51,976 shares

    0.96% of the 13F portfolio, value $14,877,050.

    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 596,544 shares
    Change vs previous 13F +107,262 shares

    0.91% of the 13F portfolio, value $13,607,163.

    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 489,282 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $11,285,292.

    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).