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Disclosery

Krilogy Financial LLC: IVE position timeline

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

Krilogy Financial LLC held 6,769 IVE 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 6,769 shares
    Change vs previous 13F +26 shares

    0.05% of the 13F portfolio, value $1,536,969.

    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 6,743 shares
    Change vs previous 13F +737 shares

    0.05% of the 13F portfolio, value $1,474,087.

    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 6,006 shares
    Change vs previous 13F -106 shares

    0.04% of the 13F portfolio, value $1,304,143.

    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 6,112 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,273,741.

    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).