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Disclosery

Krilogy Financial LLC: SHY position timeline

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

Krilogy Financial LLC held 9,052 SHY 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 9,052 shares
    Change vs previous 13F -470 shares

    0.02% of the 13F portfolio, value $743,260.

    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 9,522 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $785,375.

    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 9,519 shares
    Change vs previous 13F -795 shares

    0.03% of the 13F portfolio, value $788,840.

    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 10,314 shares
    Change vs previous 13F +10,314 shares

    0.03% of the 13F portfolio, value $852,865.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -16,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 16,000 shares
    Change vs previous 13F +4,960 shares

    0.09% of the 13F portfolio, value $1,311,676.

    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).

  7. period ended2024-09-30
    13F 11,040 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $917,982.

    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).