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Disclosery

Krilogy Financial LLC: XLC position timeline

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

Krilogy Financial LLC held 224,944 XLC 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 224,944 shares
    Change vs previous 13F -6,784 shares

    0.71% of the 13F portfolio, value $24,098,271.

    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 231,728 shares
    Change vs previous 13F +16,288 shares

    0.89% of the 13F portfolio, value $27,536,254.

    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 215,440 shares
    Change vs previous 13F +12,515 shares

    0.86% of the 13F portfolio, value $25,372,397.

    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 202,925 shares
    Change vs previous 13F +29,840 shares

    0.86% of the 13F portfolio, value $23,015,746.

    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 173,085 shares
    Change vs previous 13F +6,922 shares

    1.08% of the 13F portfolio, value $18,784,922.

    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 166,163 shares
    Change vs previous 13F +28,912 shares

    1.04% of the 13F portfolio, value $16,026,431.

    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 137,251 shares
    Change vs previous 13F +1,613 shares

    0.89% of the 13F portfolio, value $13,287,233.

    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 135,638 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $12,261,704.

    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).