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Krilogy Financial LLC: TDS position timeline

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

Krilogy Financial LLC held 101,035 TDS 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 101,035 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $3,739,305.

    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 101,030 shares
    Change vs previous 13F -11,178 shares

    0.15% of the 13F portfolio, value $4,603,937.

    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 112,208 shares
    Change vs previous 13F +9,569 shares

    0.17% of the 13F portfolio, value $4,942,762.

    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 102,639 shares
    Change vs previous 13F -69,714 shares

    0.15% of the 13F portfolio, value $3,979,314.

    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 172,353 shares
    Change vs previous 13F +15,507 shares

    0.35% of the 13F portfolio, value $6,132,320.

    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 156,846 shares
    Change vs previous 13F +44,502 shares

    0.39% of the 13F portfolio, value $6,076,215.

    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 112,344 shares
    Change vs previous 13F -149,250 shares

    0.26% of the 13F portfolio, value $3,832,054.

    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 261,594 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,082,061.

    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).