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Disclosery

Krilogy Financial LLC: SCHH position timeline

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

Krilogy Financial LLC held 537,644 SCHH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 537,644 shares
    Change vs previous 13F +10,054 shares

    0.33% of the 13F portfolio, value $12,059,352.

    13F-HR 0001659047-26-000008 filed by Krilogy Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 527,590 shares
    Change vs previous 13F +11,064 shares

    0.37% of the 13F portfolio, value $12,493,342.

    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).

  3. period ended2026-03-31
    13F 516,526 shares
    Change vs previous 13F +8,948 shares

    0.38% of the 13F portfolio, value $11,921,421.

    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).

  4. period ended2025-12-31
    13F 507,578 shares
    Change vs previous 13F +41,636 shares

    0.37% of the 13F portfolio, value $10,801,260.

    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).

  5. period ended2025-09-30
    13F 465,942 shares
    Change vs previous 13F +82,818 shares

    0.37% of the 13F portfolio, value $9,840,689.

    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).

  6. period ended2025-06-30
    13F 383,124 shares
    Change vs previous 13F +11,769 shares

    0.47% of the 13F portfolio, value $8,106,914.

    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).

  7. period ended2025-03-31
    13F 371,355 shares
    Change vs previous 13F +16,152 shares

    0.52% of the 13F portfolio, value $7,987,838.

    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).

  8. period ended2024-12-31
    13F 355,203 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,480,572.

    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).