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Disclosery

Krilogy Financial LLC: IBTI position timeline

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

Krilogy Financial LLC held 642,965 IBTI 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 642,965 shares
    Change vs previous 13F +44,049 shares

    0.42% of the 13F portfolio, value $14,235,253.

    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 598,916 shares
    Change vs previous 13F +26,103 shares

    0.43% of the 13F portfolio, value $13,331,871.

    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 572,813 shares
    Change vs previous 13F +454,790 shares

    0.44% of the 13F portfolio, value $12,810,968.

    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 118,023 shares
    Change vs previous 13F -9,090 shares

    0.1% of the 13F portfolio, value $2,633,689.

    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 127,113 shares
    Change vs previous 13F -6,169 shares

    0.16% of the 13F portfolio, value $2,842,254.

    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 133,282 shares
    Change vs previous 13F +18,421 shares

    0.19% of the 13F portfolio, value $2,965,518.

    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 114,861 shares
    Change vs previous 13F +87,716 shares

    0.17% of the 13F portfolio, value $2,515,870.

    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 27,145 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $610,904.

    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).