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Disclosery

Krilogy Financial LLC: IBTK position timeline

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

Krilogy Financial LLC held 495,545 IBTK 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 495,545 shares
    Change vs previous 13F +33,467 shares

    0.29% of the 13F portfolio, value $9,682,953.

    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 462,078 shares
    Change vs previous 13F +27,215 shares

    0.29% of the 13F portfolio, value $9,116,791.

    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 434,863 shares
    Change vs previous 13F +16,123 shares

    0.29% of the 13F portfolio, value $8,616,821.

    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 418,740 shares
    Change vs previous 13F +46,205 shares

    0.31% of the 13F portfolio, value $8,293,149.

    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 372,535 shares
    Change vs previous 13F -307 shares

    0.42% of the 13F portfolio, value $7,391,087.

    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 372,842 shares
    Change vs previous 13F +31,077 shares

    0.47% of the 13F portfolio, value $7,330,078.

    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 341,765 shares
    Change vs previous 13F +15,878 shares

    0.44% of the 13F portfolio, value $6,559,461.

    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 325,887 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,532,399.

    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).