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Krilogy Financial LLC: SCHO position timeline

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

Krilogy Financial LLC held 24,224 SCHO 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 24,224 shares
    Change vs previous 13F -600 shares

    0.02% of the 13F portfolio, value $584,769.

    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 24,824 shares
    Change vs previous 13F -26,506 shares

    0.02% of the 13F portfolio, value $602,239.

    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 51,330 shares
    Change vs previous 13F +123 shares

    0.04% of the 13F portfolio, value $1,251,418.

    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 51,207 shares
    Change vs previous 13F -4,361 shares

    0.05% of the 13F portfolio, value $1,244,837.

    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 55,568 shares
    Change vs previous 13F +9,396 shares

    0.08% of the 13F portfolio, value $1,354,742.

    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 46,172 shares
    Change vs previous 13F -106 shares

    0.07% of the 13F portfolio, value $1,123,823.

    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 46,278 shares
    Change vs previous 13F +22,522 shares

    0.07% of the 13F portfolio, value $1,113,440.

    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 23,756 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,163,588.

    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).