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Disclosery

Krilogy Financial LLC: SOFI position timeline

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

Krilogy Financial LLC held 52,722 SOFI 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 52,722 shares
    Change vs previous 13F +6,224 shares

    0.02% of the 13F portfolio, value $802,955.

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

  2. period ended2026-06-30
    13F 46,498 shares
    Change vs previous 13F +6,714 shares

    0.02% of the 13F portfolio, value $833,708.

    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 39,784 shares
    Change vs previous 13F +22,128 shares

    0.02% of the 13F portfolio, value $757,094.

    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 17,656 shares
    Change vs previous 13F -1,060 shares

    0.02% of the 13F portfolio, value $455,531.

    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 18,716 shares
    Change vs previous 13F +7,419 shares

    0.02% of the 13F portfolio, value $562,797.

    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 11,297 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,719.

    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).