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Disclosery

Krilogy Financial LLC: IBTL position timeline

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

Krilogy Financial LLC held 753,026 IBTL 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 753,026 shares
    Change vs previous 13F +47,586 shares

    0.45% of the 13F portfolio, value $15,203,594.

    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 705,440 shares
    Change vs previous 13F +27,297 shares

    0.46% of the 13F portfolio, value $14,387,173.

    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 678,143 shares
    Change vs previous 13F +29,126 shares

    0.47% of the 13F portfolio, value $13,891,764.

    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 649,017 shares
    Change vs previous 13F +77,474 shares

    0.5% of the 13F portfolio, value $13,301,617.

    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 571,543 shares
    Change vs previous 13F -4,848 shares

    0.67% of the 13F portfolio, value $11,716,628.

    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 576,391 shares
    Change vs previous 13F +86,197 shares

    0.76% of the 13F portfolio, value $11,718,039.

    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 490,194 shares
    Change vs previous 13F -24,206 shares

    0.65% of the 13F portfolio, value $9,705,833.

    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 514,400 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $10,709,808.

    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).