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Disclosery

Krilogy Financial LLC: XLB position timeline

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

Krilogy Financial LLC held 145,678 XLB 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 145,678 shares
    Change vs previous 13F +1,803 shares

    0.22% of the 13F portfolio, value $7,404,822.

    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 143,875 shares
    Change vs previous 13F +1,250 shares

    0.24% of the 13F portfolio, value $7,445,555.

    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 142,625 shares
    Change vs previous 13F +74,836 shares

    0.24% of the 13F portfolio, value $7,135,520.

    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 67,789 shares
    Change vs previous 13F +15,372 shares

    0.22% of the 13F portfolio, value $5,776,938.

    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 52,417 shares
    Change vs previous 13F +2,845 shares

    0.26% of the 13F portfolio, value $4,602,764.

    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 49,572 shares
    Change vs previous 13F +609 shares

    0.28% of the 13F portfolio, value $4,262,202.

    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 48,963 shares
    Change vs previous 13F +3,312 shares

    0.27% of the 13F portfolio, value $4,119,754.

    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 45,651 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,399,885.

    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).