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Disclosery

Krilogy Financial LLC: JEPQ position timeline

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

Krilogy Financial LLC held 71,412 JEPQ 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 71,412 shares
    Change vs previous 13F -819 shares

    0.13% of the 13F portfolio, value $4,388,973.

    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 72,231 shares
    Change vs previous 13F -14,828 shares

    0.14% of the 13F portfolio, value $4,227,676.

    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 87,059 shares
    Change vs previous 13F +897 shares

    0.18% of the 13F portfolio, value $5,176,520.

    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 86,162 shares
    Change vs previous 13F -7,283 shares

    0.19% of the 13F portfolio, value $5,043,921.

    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 93,445 shares
    Change vs previous 13F -11,096 shares

    0.29% of the 13F portfolio, value $5,083,430.

    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 104,541 shares
    Change vs previous 13F +1,416 shares

    0.35% of the 13F portfolio, value $5,413,119.

    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 103,125 shares
    Change vs previous 13F +25,196 shares

    0.39% of the 13F portfolio, value $5,814,174.

    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 77,929 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,280,665.

    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).