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Disclosery

Krilogy Financial LLC: XLP position timeline

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

Krilogy Financial LLC held 233,343 XLP 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 233,343 shares
    Change vs previous 13F -736 shares

    0.57% of the 13F portfolio, value $19,383,840.

    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 234,079 shares
    Change vs previous 13F -6,658 shares

    0.61% of the 13F portfolio, value $19,061,051.

    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 240,737 shares
    Change vs previous 13F +21,154 shares

    0.68% of the 13F portfolio, value $19,928,230.

    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 219,583 shares
    Change vs previous 13F +55,870 shares

    0.63% of the 13F portfolio, value $16,675,158.

    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 163,713 shares
    Change vs previous 13F +6,294 shares

    0.76% of the 13F portfolio, value $13,255,846.

    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 157,419 shares
    Change vs previous 13F +2,635 shares

    0.83% of the 13F portfolio, value $12,856,376.

    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 154,784 shares
    Change vs previous 13F +6,617 shares

    0.81% of the 13F portfolio, value $12,167,559.

    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 148,167 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $12,297,836.

    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).