Krilogy Financial LLC: PPTA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Krilogy Financial LLC on PPTA, newest first. How the timeline and the estimate are built.
Krilogy Financial LLC held 607,974 PPTA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 607,974 sharesChange vs previous 13F -17,890 shares
0.37% of the 13F portfolio, value $12,621,540.
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 625,864 sharesChange vs previous 13F -41,785 shares
0.64% of the 13F portfolio, value $19,808,596.
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 667,649 sharesChange vs previous 13F -80,848 shares
0.75% of the 13F portfolio, value $22,159,270.
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 748,497 sharesChange vs previous 13F -73,417 shares
0.6% of the 13F portfolio, value $16,032,806.
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 821,914 sharesChange vs previous 13F +21,010 shares
0.57% of the 13F portfolio, value $9,978,036.
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 800,904 sharesChange vs previous 13F -61,800 shares
0.55% of the 13F portfolio, value $8,561,664.
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 862,704 sharesChange vs previous 13F -159,930 shares
0.61% of the 13F portfolio, value $9,205,052.
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 1,022,634 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $9,561,628.
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).