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Disclosery

Krilogy Financial LLC: XLF position timeline

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

Krilogy Financial LLC held 641,620 XLF 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 641,620 shares
    Change vs previous 13F -50,979 shares

    1.02% of the 13F portfolio, value $34,397,257.

    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 692,599 shares
    Change vs previous 13F +98,588 shares

    1.16% of the 13F portfolio, value $36,035,951.

    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 594,011 shares
    Change vs previous 13F +26,930 shares

    1.08% of the 13F portfolio, value $31,726,112.

    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 567,081 shares
    Change vs previous 13F +99,643 shares

    1.12% of the 13F portfolio, value $29,828,480.

    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 467,438 shares
    Change vs previous 13F +17,598 shares

    1.4% of the 13F portfolio, value $24,479,737.

    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 449,840 shares
    Change vs previous 13F +30,659 shares

    1.45% of the 13F portfolio, value $22,406,554.

    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 419,181 shares
    Change vs previous 13F +901 shares

    1.35% of the 13F portfolio, value $20,259,036.

    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 418,280 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $18,956,432.

    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).