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Disclosery

Krilogy Financial LLC: SPY position timeline

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

Krilogy Financial LLC held 14,745 SPY 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 14,745 shares
    Change vs previous 13F -808 shares

    0.33% of the 13F portfolio, value $11,011,120.

    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 15,553 shares
    Change vs previous 13F -53 shares

    0.35% of the 13F portfolio, value $10,912,598.

    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 15,606 shares
    Change vs previous 13F -901 shares

    0.37% of the 13F portfolio, value $10,810,762.

    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 16,507 shares
    Change vs previous 13F +3,070 shares

    0.42% of the 13F portfolio, value $11,184,486.

    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 ended2025-06-30
    13F 13,437 shares
    Change vs previous 13F +1,493 shares

    0.48% of the 13F portfolio, value $8,302,267.

    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).

  6. period ended2025-03-31
    13F 11,944 shares
    Change vs previous 13F -675 shares

    0.43% of the 13F portfolio, value $6,681,160.

    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).

  7. period ended2024-12-31
    13F 12,619 shares
    Change vs previous 13F -406 shares

    0.49% of the 13F portfolio, value $7,395,874.

    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).

  8. period ended2024-09-30
    13F 13,025 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,473,063.

    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).