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Disclosery

Krilogy Financial LLC: XLE position timeline

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

Krilogy Financial LLC held 161,986 XLE 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 161,986 shares
    Change vs previous 13F -1,570 shares

    0.25% of the 13F portfolio, value $8,603,080.

    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 163,556 shares
    Change vs previous 13F -20,844 shares

    0.3% of the 13F portfolio, value $9,254,009.

    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 184,400 shares
    Change vs previous 13F +94,493 shares

    0.31% of the 13F portfolio, value $9,076,154.

    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 89,907 shares
    Change vs previous 13F +16,606 shares

    0.3% of the 13F portfolio, value $7,859,638.

    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 73,301 shares
    Change vs previous 13F +4,124 shares

    0.36% of the 13F portfolio, value $6,216,633.

    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 69,177 shares
    Change vs previous 13F -3,373 shares

    0.42% of the 13F portfolio, value $6,464,606.

    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 72,550 shares
    Change vs previous 13F +4,995 shares

    0.41% of the 13F portfolio, value $6,214,642.

    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 67,555 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,931,293.

    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).