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Disclosery

Krilogy Financial LLC: IBTP position timeline

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

Krilogy Financial LLC held 21,275 IBTP 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 21,275 shares
    Change vs previous 13F +3,676 shares

    0.02% of the 13F portfolio, value $540,064.

    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 17,599 shares
    Change vs previous 13F -6,760 shares

    0.01% of the 13F portfolio, value $450,975.

    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 24,359 shares
    Change vs previous 13F -11,037 shares

    0.02% of the 13F portfolio, value $628,219.

    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 35,396 shares
    Change vs previous 13F -3,297 shares

    0.03% of the 13F portfolio, value $914,102.

    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 38,693 shares
    Change vs previous 13F -5,071 shares

    0.06% of the 13F portfolio, value $994,635.

    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 43,764 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,123,422.

    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).