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Disclosery

Krilogy Financial LLC: SCHG position timeline

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

Krilogy Financial LLC held 3,745,015 SCHG 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 3,745,015 shares
    Change vs previous 13F +10,111 shares

    3.75% of the 13F portfolio, value $126,731,308.

    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 3,734,904 shares
    Change vs previous 13F +269,835 shares

    3.87% of the 13F portfolio, value $120,002,471.

    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 3,465,069 shares
    Change vs previous 13F +246,591 shares

    3.83% of the 13F portfolio, value $112,476,135.

    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 3,218,478 shares
    Change vs previous 13F +267,393 shares

    3.99% of the 13F portfolio, value $106,209,768.

    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 2,951,085 shares
    Change vs previous 13F +39,206 shares

    4.94% of the 13F portfolio, value $86,201,185.

    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 2,911,879 shares
    Change vs previous 13F +90,487 shares

    4.72% of the 13F portfolio, value $72,913,441.

    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 2,821,392 shares
    Change vs previous 13F +2,084,657 shares

    5.24% of the 13F portfolio, value $78,632,203.

    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 736,735 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $76,753,013.

    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).