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Disclosery

Krilogy Financial LLC: IBTO position timeline

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

Krilogy Financial LLC held 1,206,508 IBTO 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 1,206,508 shares
    Change vs previous 13F +84,227 shares

    0.86% of the 13F portfolio, value $29,114,980.

    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 1,122,281 shares
    Change vs previous 13F -22,177 shares

    0.88% of the 13F portfolio, value $27,355,601.

    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 1,144,458 shares
    Change vs previous 13F +85,366 shares

    0.95% of the 13F portfolio, value $28,062,118.

    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 1,059,092 shares
    Change vs previous 13F +180,116 shares

    0.98% of the 13F portfolio, value $26,016,612.

    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 878,976 shares
    Change vs previous 13F +23,916 shares

    1.24% of the 13F portfolio, value $21,543,702.

    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 855,060 shares
    Change vs previous 13F +62,745 shares

    1.35% of the 13F portfolio, value $20,863,464.

    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 792,315 shares
    Change vs previous 13F +43,503 shares

    1.25% of the 13F portfolio, value $18,722,412.

    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 748,812 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $18,801,921.

    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).