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Disclosery

Krilogy Financial LLC: XLY position timeline

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

Krilogy Financial LLC held 268,738 XLY 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 268,738 shares
    Change vs previous 13F +29,817 shares

    0.82% of the 13F portfolio, value $30,171,220.

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

  2. period ended2026-06-30
    13F 238,921 shares
    Change vs previous 13F +6,395 shares

    0.83% of the 13F portfolio, value $28,020,693.

    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 232,526 shares
    Change vs previous 13F +29,132 shares

    0.88% of the 13F portfolio, value $27,352,052.

    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 203,394 shares
    Change vs previous 13F +106,252 shares

    0.85% of the 13F portfolio, value $24,879,203.

    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 97,142 shares
    Change vs previous 13F +16,556 shares

    0.88% of the 13F portfolio, value $23,416,991.

    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 80,586 shares
    Change vs previous 13F +4,050 shares

    1% of the 13F portfolio, value $17,513,667.

    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 76,536 shares
    Change vs previous 13F -748 shares

    0.98% of the 13F portfolio, value $15,112,809.

    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 77,284 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $17,338,562.

    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).