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Disclosery

Krilogy Financial LLC: SCHZ position timeline

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

Krilogy Financial LLC held 134,356 SCHZ 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 134,356 shares
    Change vs previous 13F -8,724 shares

    0.08% of the 13F portfolio, value $2,973,293.

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

  2. period ended2026-06-30
    13F 143,080 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $3,309,435.

    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 143,022 shares
    Change vs previous 13F -11,361 shares

    0.11% of the 13F portfolio, value $3,326,700.

    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 154,383 shares
    Change vs previous 13F -20,732 shares

    0.12% of the 13F portfolio, value $3,621,829.

    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 175,115 shares
    Change vs previous 13F -11,663 shares

    0.15% of the 13F portfolio, value $4,092,440.

    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 186,778 shares
    Change vs previous 13F -5,515 shares

    0.25% of the 13F portfolio, value $4,340,716.

    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 192,293 shares
    Change vs previous 13F +4,236 shares

    0.29% of the 13F portfolio, value $4,453,507.

    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 188,057 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,268,886.

    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).