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Disclosery

Krilogy Financial LLC: IWD position timeline

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

Krilogy Financial LLC held 6,365 IWD 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 6,365 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $1,543,186.

    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 6,351 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $1,428,589.

    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 6,347 shares
    Change vs previous 13F -81 shares

    0.05% of the 13F portfolio, value $1,390,624.

    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 6,428 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,312,598.

    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).