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Disclosery

Krilogy Financial LLC: IBTH position timeline

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

Krilogy Financial LLC held 627,252 IBTH 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 627,252 shares
    Change vs previous 13F +40,227 shares

    0.42% of the 13F portfolio, value $14,031,625.

    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 587,025 shares
    Change vs previous 13F +30,533 shares

    0.42% of the 13F portfolio, value $13,158,170.

    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 556,492 shares
    Change vs previous 13F +28,723 shares

    0.43% of the 13F portfolio, value $12,518,287.

    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 527,769 shares
    Change vs previous 13F +66,902 shares

    0.44% of the 13F portfolio, value $11,837,869.

    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 460,867 shares
    Change vs previous 13F +4,398 shares

    0.59% of the 13F portfolio, value $10,364,899.

    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 456,469 shares
    Change vs previous 13F +40,082 shares

    0.66% of the 13F portfolio, value $10,234,028.

    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 416,387 shares
    Change vs previous 13F +223,989 shares

    0.62% of the 13F portfolio, value $9,242,424.

    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 192,398 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,354,940.

    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).