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Disclosery

Krilogy Financial LLC: SCHX position timeline

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

Krilogy Financial LLC held 248,124 SCHX 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 248,124 shares
    Change vs previous 13F -3,756 shares

    0.21% of the 13F portfolio, value $7,600,051.

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

  2. period ended2026-06-30
    13F 251,880 shares
    Change vs previous 13F +3,960 shares

    0.22% of the 13F portfolio, value $7,412,838.

    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 247,920 shares
    Change vs previous 13F +520 shares

    0.22% of the 13F portfolio, value $6,855,000.

    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 247,400 shares
    Change vs previous 13F -5,723 shares

    0.23% of the 13F portfolio, value $6,766,383.

    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 253,123 shares
    Change vs previous 13F +15,970 shares

    0.25% of the 13F portfolio, value $6,776,094.

    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 237,153 shares
    Change vs previous 13F -2,207 shares

    0.33% of the 13F portfolio, value $5,796,023.

    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 239,360 shares
    Change vs previous 13F -2,703 shares

    0.34% of the 13F portfolio, value $5,285,071.

    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 242,063 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,611,018.

    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).