Krilogy Financial LLC HYT — BLACKROCK CORPOR HI YLD

Ownership history in Krilogy Financial LLC  ·  5 quarters on record

AI Ownership Summary

Krilogy Financial LLC reported BLACKROCK CORPOR HI YLD (HYT) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows HYT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Krilogy Financial LLC's position in BLACKROCK CORPOR HI YLD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HYT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYT stock page Krilogy Financial LLC fund profile Krilogy Financial LLC full holdings
How Krilogy Financial LLC held HYT — position size vs. price
% of Fund (quarterly)    HYT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 13,358 -70 -0.5% 0.00% $105K 2026-10-13 $7.85
2026 Q2 ADDED — — — 13,428 +1,720 +14.7% 0.00% $115K 2026-07-27 $8.15
2026 Q1 REDUCED 53.8% +3.1% ❌ 11,708 -13,620 -53.8% 0.00% $101K 2026-04-17 $8.25
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYT

As of 2026 Q3 — sorted by position size

Paller Financial Services Inc 1.02% RDA Financial Network 3Y 7Y 0.31% Covenant Asset Management, LLC 3Y 7Y 0.17% Tempus Wealth Planning, LLC 3Y 0.15% PW Nova Financial Services LLC 0.09% Noble Wealth Management PBC 0.09% Purus Wealth Management, LLC 3Y 0.07% MRA Advisory Group 3Y 0.07% Shaker Financial Services, LLC 3Y 7Y 0.05% Shulman DeMeo Asset Management LLC 3Y 7Y 0.03%

FAQ About Krilogy Financial LLC and HYT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Krilogy Financial LLC reported owning HYT?

Krilogy Financial LLC reported HYT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported HYT position in Krilogy Financial LLC's portfolio?

The largest reported portfolio weight for HYT was 0.00% in 2026 Q2.

What is the latest reported HYT position on this page?

The most recent filing on this page is 2026 Q3, when Krilogy Financial LLC reported 13,358 shares, equal to 0.00% of portfolio, with an estimated market value of $105K.

What does the chart on this HYT ownership page compare?

The chart compares Krilogy Financial LLC's quarterly HYT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Krilogy Financial LLC time their HYT position?

Based on 13F filing dates vs. subsequent HYT price moves, Krilogy Financial LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HYT relative to SPY over the holding period was +1542.6%.

← Back to Krilogy Financial LLC Holdings