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Disclosery

Krilogy Financial LLC: IBTM position timeline

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

Krilogy Financial LLC held 2,618,176 IBTM 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 2,618,176 shares
    Change vs previous 13F +169,863 shares

    1.76% of the 13F portfolio, value $59,419,508.

    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 2,448,313 shares
    Change vs previous 13F -227,703 shares

    1.81% of the 13F portfolio, value $56,127,576.

    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 2,676,016 shares
    Change vs previous 13F +190,190 shares

    2.1% of the 13F portfolio, value $61,642,027.

    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 2,485,826 shares
    Change vs previous 13F +446,103 shares

    2.15% of the 13F portfolio, value $57,310,723.

    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 2,039,723 shares
    Change vs previous 13F +59,855 shares

    2.69% of the 13F portfolio, value $46,974,812.

    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 1,979,868 shares
    Change vs previous 13F +358,905 shares

    2.94% of the 13F portfolio, value $45,319,174.

    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 1,620,963 shares
    Change vs previous 13F -154,073 shares

    2.4% of the 13F portfolio, value $35,985,374.

    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 1,775,036 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $41,677,851.

    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).