Krilogy Financial LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Krilogy Financial LLC on PM, newest first. How the timeline and the estimate are built.
Krilogy Financial LLC held 30,335 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 30,335 sharesChange vs previous 13F -795 shares
0.16% of the 13F portfolio, value $5,487,957.
13F-HR 0001659047-26-000005 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,130 sharesChange vs previous 13F +1,162 shares
0.16% of the 13F portfolio, value $4,863,793.
13F-HR 0001659047-26-000004 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,968 sharesChange vs previous 13F +2,223 shares
0.18% of the 13F portfolio, value $5,267,262.
13F-HR 0001659047-26-000002 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,745 sharesChange vs previous 13F +1,145 shares
0.15% of the 13F portfolio, value $4,117,407.
13F-HR 0001659047-25-000006 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,600 sharesChange vs previous 13F +3,457 shares
0.28% of the 13F portfolio, value $4,844,654.
13F-HR 0001659047-25-000004 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,143 sharesChange vs previous 13F -349 shares
0.24% of the 13F portfolio, value $3,673,421.
13F-HR 0001659047-25-000003 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,492 sharesChange vs previous 13F -3,628 shares
0.19% of the 13F portfolio, value $2,827,269.
13F-HR 0001659047-25-000001 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,120 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $3,292,325.
13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).