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Disclosery

Krilogy Financial LLC: IEF position timeline

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

Krilogy Financial LLC held 24,020 IEF 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 24,020 shares
    Change vs previous 13F -1,125 shares

    0.07% of the 13F portfolio, value $2,271,527.

    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 25,145 shares
    Change vs previous 13F -8,992 shares

    0.08% of the 13F portfolio, value $2,399,080.

    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 34,137 shares
    Change vs previous 13F +7,538 shares

    0.11% of the 13F portfolio, value $3,280,198.

    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 26,599 shares
    Change vs previous 13F -2,298 shares

    0.1% of the 13F portfolio, value $2,557,783.

    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 28,897 shares
    Change vs previous 13F -1,063 shares

    0.16% of the 13F portfolio, value $2,767,494.

    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 29,960 shares
    Change vs previous 13F -1,393 shares

    0.19% of the 13F portfolio, value $2,857,286.

    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 31,353 shares
    Change vs previous 13F -3,076 shares

    0.19% of the 13F portfolio, value $2,898,555.

    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 34,429 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,378,155.

    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).