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Disclosery

Krilogy Financial LLC: SCHF position timeline

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

Krilogy Financial LLC held 1,172,695 SCHF 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 1,172,695 shares
    Change vs previous 13F +55 shares

    0.96% of the 13F portfolio, value $32,483,653.

    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 1,172,640 shares
    Change vs previous 13F -8,768 shares

    1% of the 13F portfolio, value $31,086,695.

    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 1,181,408 shares
    Change vs previous 13F -216,038 shares

    1.02% of the 13F portfolio, value $30,043,213.

    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 1,397,446 shares
    Change vs previous 13F +32,524 shares

    1.24% of the 13F portfolio, value $33,105,493.

    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 1,364,922 shares
    Change vs previous 13F -85,682 shares

    1.73% of the 13F portfolio, value $30,164,786.

    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 1,450,604 shares
    Change vs previous 13F +20,906 shares

    1.86% of the 13F portfolio, value $28,692,945.

    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 1,429,698 shares
    Change vs previous 13F +739,942 shares

    1.76% of the 13F portfolio, value $26,449,408.

    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 689,756 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $28,362,777.

    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).