Skip to content
Disclosery

Krilogy Financial LLC: IVV position timeline

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

Krilogy Financial LLC held 15,195 IVV 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 15,195 shares
    Change vs previous 13F +1,043 shares

    0.34% of the 13F portfolio, value $11,379,754.

    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 14,152 shares
    Change vs previous 13F +1,736 shares

    0.32% of the 13F portfolio, value $9,973,134.

    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 12,416 shares
    Change vs previous 13F +105 shares

    0.29% of the 13F portfolio, value $8,639,849.

    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 12,311 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,382,983.

    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).