Skip to content
Disclosery

Krilogy Financial LLC: TER position timeline

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

Krilogy Financial LLC held 17,163 TER 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 17,163 shares
    Change vs previous 13F -799 shares

    0.25% of the 13F portfolio, value $8,304,146.

    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 17,962 shares
    Change vs previous 13F +589 shares

    0.21% of the 13F portfolio, value $6,572,655.

    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 17,373 shares
    Change vs previous 13F +2,954 shares

    0.14% of the 13F portfolio, value $4,026,193.

    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 14,419 shares
    Change vs previous 13F -4,105 shares

    0.1% of the 13F portfolio, value $2,704,860.

    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 18,524 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,665,679.

    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).