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Disclosery

Krilogy Financial LLC: IWP position timeline

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

Krilogy Financial LLC held 313,541 IWP 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 313,541 shares
    Change vs previous 13F +7,018 shares

    1.36% of the 13F portfolio, value $45,905,592.

    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 306,523 shares
    Change vs previous 13F +24,345 shares

    1.33% of the 13F portfolio, value $41,402,101.

    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 282,178 shares
    Change vs previous 13F +15,331 shares

    1.34% of the 13F portfolio, value $39,400,515.

    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 266,847 shares
    Change vs previous 13F +27,036 shares

    1.4% of the 13F portfolio, value $37,201,080.

    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 239,811 shares
    Change vs previous 13F +1,490 shares

    1.91% of the 13F portfolio, value $33,257,018.

    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 238,321 shares
    Change vs previous 13F +7,037 shares

    1.81% of the 13F portfolio, value $28,000,314.

    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 231,284 shares
    Change vs previous 13F -9,658 shares

    1.96% of the 13F portfolio, value $29,315,292.

    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 240,942 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $28,260,105.

    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).