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Disclosery

Lido Advisors, LLC: XBB position timeline

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

Lido Advisors, LLC held 238,106 XBB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,106 shares
    Change vs previous 13F +11,535 shares

    0.03% of the 13F portfolio, value $9,761,194.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 226,571 shares
    Change vs previous 13F +42,003 shares

    0.04% of the 13F portfolio, value $9,219,221.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 184,568 shares
    Change vs previous 13F -3,021 shares

    0.03% of the 13F portfolio, value $7,630,999.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 187,589 shares
    Change vs previous 13F +5,015 shares

    0.03% of the 13F portfolio, value $7,755,922.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 182,574 shares
    Change vs previous 13F +97,435 shares

    0.04% of the 13F portfolio, value $7,519,685.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,139 shares
    Change vs previous 13F +8,178 shares

    0.02% of the 13F portfolio, value $3,442,173.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 76,961 shares
    Change vs previous 13F +13,447 shares

    0.02% of the 13F portfolio, value $3,095,858.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,514 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,611,043.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).