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Disclosery

Krilogy Financial LLC: ZROZ position timeline

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

Krilogy Financial LLC held 253,936 ZROZ 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 253,936 shares
    Change vs previous 13F +15,399 shares

    0.48% of the 13F portfolio, value $16,277,289.

    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 238,537 shares
    Change vs previous 13F -15,955 shares

    0.48% of the 13F portfolio, value $14,980,115.

    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 254,492 shares
    Change vs previous 13F +6,822 shares

    0.57% of the 13F portfolio, value $16,709,956.

    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 247,670 shares
    Change vs previous 13F +53,806 shares

    0.63% of the 13F portfolio, value $16,700,371.

    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 193,864 shares
    Change vs previous 13F +15,848 shares

    0.75% of the 13F portfolio, value $13,002,463.

    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 178,016 shares
    Change vs previous 13F +34,271 shares

    0.83% of the 13F portfolio, value $12,751,270.

    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 143,745 shares
    Change vs previous 13F +540 shares

    0.66% of the 13F portfolio, value $9,863,766.

    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 143,205 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $11,802,955.

    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).