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Disclosery

Krilogy Financial LLC: SCHV position timeline

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

Krilogy Financial LLC held 2,880,128 SCHV 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 2,880,128 shares
    Change vs previous 13F +7,841 shares

    2.97% of the 13F portfolio, value $100,257,259.

    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 2,872,287 shares
    Change vs previous 13F +14,078 shares

    2.94% of the 13F portfolio, value $91,338,735.

    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 2,858,209 shares
    Change vs previous 13F +286,147 shares

    3% of the 13F portfolio, value $88,290,065.

    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 2,572,062 shares
    Change vs previous 13F +285,500 shares

    2.79% of the 13F portfolio, value $74,203,986.

    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 2,286,562 shares
    Change vs previous 13F +42,415 shares

    3.63% of the 13F portfolio, value $63,269,176.

    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 2,244,147 shares
    Change vs previous 13F +39,113 shares

    3.87% of the 13F portfolio, value $59,649,430.

    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 2,205,034 shares
    Change vs previous 13F +1,325,485 shares

    3.83% of the 13F portfolio, value $57,485,233.

    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 879,549 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $70,689,325.

    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).