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Disclosery

Krilogy Financial LLC: JPIE position timeline

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

Krilogy Financial LLC held 257,229 JPIE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 257,229 shares
    Change vs previous 13F +8,455 shares

    0.31% of the 13F portfolio, value $11,526,439.

    13F-HR 0001659047-26-000008 filed by Krilogy Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 248,774 shares
    Change vs previous 13F -8,672 shares

    0.34% of the 13F portfolio, value $11,456,044.

    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).

  3. period ended2026-03-31
    13F 257,446 shares
    Change vs previous 13F +12,601 shares

    0.38% of the 13F portfolio, value $11,886,284.

    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).

  4. period ended2025-12-31
    13F 244,845 shares
    Change vs previous 13F +87,189 shares

    0.39% of the 13F portfolio, value $11,359,556.

    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).

  5. period ended2025-09-30
    13F 157,656 shares
    Change vs previous 13F +97,317 shares

    0.27% of the 13F portfolio, value $7,277,397.

    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).

  6. period ended2025-06-30
    13F 60,339 shares
    Change vs previous 13F +576 shares

    0.16% of the 13F portfolio, value $2,794,903.

    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).

  7. period ended2025-03-31
    13F 59,763 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,753,282.

    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).