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Disclosery

Krilogy Financial LLC: SCHD position timeline

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

Krilogy Financial LLC held 97,857 SCHD 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 97,857 shares
    Change vs previous 13F +2,150 shares

    0.09% of the 13F portfolio, value $3,103,034.

    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 95,707 shares
    Change vs previous 13F +5,004 shares

    0.09% of the 13F portfolio, value $2,948,726.

    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 90,703 shares
    Change vs previous 13F +6,453 shares

    0.09% of the 13F portfolio, value $2,646,700.

    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 84,250 shares
    Change vs previous 13F +1,579 shares

    0.08% of the 13F portfolio, value $2,238,521.

    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 82,671 shares
    Change vs previous 13F -144 shares

    0.13% of the 13F portfolio, value $2,190,774.

    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 82,815 shares
    Change vs previous 13F -16,235 shares

    0.15% of the 13F portfolio, value $2,315,513.

    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 99,050 shares
    Change vs previous 13F +70,926 shares

    0.18% of the 13F portfolio, value $2,706,040.

    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 28,124 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,377,335.

    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).