Skip to content
Disclosery

Krilogy Financial LLC: SOXX position timeline

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

Krilogy Financial LLC held 12,170 SOXX 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 12,170 shares
    Change vs previous 13F +579 shares

    0.18% of the 13F portfolio, value $6,630,870.

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

  2. period ended2026-06-30
    13F 11,591 shares
    Change vs previous 13F +247 shares

    0.22% of the 13F portfolio, value $7,427,307.

    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 11,344 shares
    Change vs previous 13F +485 shares

    0.15% of the 13F portfolio, value $4,605,254.

    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 10,859 shares
    Change vs previous 13F +695 shares

    0.13% of the 13F portfolio, value $3,725,524.

    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 10,164 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,104,896.

    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).