Krilogy Financial
TLS icon

Krilogy Financial’s Telos TLS Stock Holding History

Krilogy Financial’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$92.9K Buy
21,202
+1,914
+10% +$8.63K ﹤0.01% 1056
2026
Q2 		$88.7K Buy
19,288
+1,167
+6% +$5.16K ﹤0.01% 1015
2026
Q1 		$80.5K Buy
18,121
+4,662
+35% +$22K ﹤0.01% 935
2025
Q4 		$75K Buy
+13,459
New +$84K ﹤0.01% 904

Other funds holding TLS

WCM
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Krilogy Financial's TLS Position: Q3 2026 in Review

Krilogy Financial increased its Telos (TLS) stake by 9.9% in Q3 2026, buying an estimated $8.63K and bringing the position to 21,202 shares worth $92.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Krilogy Financial first reported a position in TLS in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold TLS as of Q3 2026.

  • Krilogy Financial held 21,202 shares of Telos worth $92.9K as of Q3 2026.
  • Krilogy Financial bought 1,914 Telos shares in Q3 2026, an estimated $8.63K.
  • Telos made up ﹤0.01% of Krilogy Financial's portfolio in Q3 2026, its #1056 holding.
  • Krilogy Financial first reported a position in Telos in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Telos as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.