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Disclosery

Krilogy Financial LLC: XLU position timeline

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

Krilogy Financial LLC held 230,631 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 230,631 shares
    Change vs previous 13F +27,354 shares

    0.26% of the 13F portfolio, value $9,601,185.

    13F-HR 0001659047-26-000008 filed by Krilogy Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 203,277 shares
    Change vs previous 13F +1,834 shares

    0.27% of the 13F portfolio, value $9,216,587.

    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).

  3. period ended2026-03-31
    13F 201,443 shares
    Change vs previous 13F -18,419 shares

    0.3% of the 13F portfolio, value $9,336,877.

    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).

  4. period ended2025-12-31
    13F 219,862 shares
    Change vs previous 13F +116,372 shares

    0.32% of the 13F portfolio, value $9,425,474.

    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).

  5. period ended2025-09-30
    13F 103,490 shares
    Change vs previous 13F +17,021 shares

    0.35% of the 13F portfolio, value $9,195,093.

    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).

  6. period ended2025-06-30
    13F 86,469 shares
    Change vs previous 13F -4,709 shares

    0.41% of the 13F portfolio, value $7,061,095.

    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).

  7. period ended2025-03-31
    13F 91,178 shares
    Change vs previous 13F -2,658 shares

    0.47% of the 13F portfolio, value $7,189,385.

    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).

  8. period ended2024-12-31
    13F 93,836 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,102,440.

    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).