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Disclosery

Krilogy Financial LLC: XLV position timeline

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

Krilogy Financial LLC held 255,996 XLV 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 255,996 shares
    Change vs previous 13F +12,283 shares

    1.2% of the 13F portfolio, value $44,028,667.

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

  2. period ended2026-06-30
    13F 243,713 shares
    Change vs previous 13F -3,209 shares

    1.14% of the 13F portfolio, value $38,667,444.

    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 246,922 shares
    Change vs previous 13F +18,589 shares

    1.17% of the 13F portfolio, value $36,201,179.

    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 228,333 shares
    Change vs previous 13F +7,577 shares

    1.23% of the 13F portfolio, value $36,099,442.

    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 220,756 shares
    Change vs previous 13F +56,207 shares

    1.21% of the 13F portfolio, value $32,155,346.

    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 164,549 shares
    Change vs previous 13F +12,440 shares

    1.27% of the 13F portfolio, value $22,179,508.

    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 152,109 shares
    Change vs previous 13F +1,915 shares

    1.44% of the 13F portfolio, value $22,209,432.

    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 150,194 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $20,662,185.

    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).