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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

  1. period ended2026-06-30
    13F 607,974 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 625,864 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 667,649 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 748,497 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 821,914 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 800,904 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 862,704 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,022,634 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).