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Disclosery

Krilogy Financial LLC: IBTJ position timeline

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

Krilogy Financial LLC held 562,283 IBTJ 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 562,283 shares
    Change vs previous 13F +41,166 shares

    0.36% of the 13F portfolio, value $12,173,424.

    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 521,117 shares
    Change vs previous 13F +24,018 shares

    0.37% of the 13F portfolio, value $11,373,387.

    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 497,099 shares
    Change vs previous 13F +461,525 shares

    0.37% of the 13F portfolio, value $10,898,904.

    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 35,574 shares
    Change vs previous 13F -10,541 shares

    0.03% of the 13F portfolio, value $778,538.

    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 46,115 shares
    Change vs previous 13F -1,318 shares

    0.06% of the 13F portfolio, value $1,010,841.

    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 47,433 shares
    Change vs previous 13F +17,012 shares

    0.07% of the 13F portfolio, value $1,032,617.

    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 30,421 shares
    Change vs previous 13F +2,163 shares

    0.04% of the 13F portfolio, value $648,768.

    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 28,258 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $624,644.

    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).