Skip to content
Disclosery

Lido Advisors, LLC: XEL position timeline

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

Lido Advisors, LLC held 34,170 XEL 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 34,170 shares
    Change vs previous 13F +2,854 shares

    0.01% of the 13F portfolio, value $2,761,914.

    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 31,316 shares
    Change vs previous 13F +2,805 shares

    0.01% of the 13F portfolio, value $2,504,476.

    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 28,511 shares
    Change vs previous 13F +611 shares

    0.01% of the 13F portfolio, value $2,294,883.

    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 27,900 shares
    Change vs previous 13F +2,027 shares

    0.01% of the 13F portfolio, value $2,265,491.

    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 25,873 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $1,776,290.

    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 26,428 shares
    Change vs previous 13F +1,508 shares

    0.01% of the 13F portfolio, value $1,885,440.

    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 24,920 shares
    Change vs previous 13F +1,230 shares

    0.01% of the 13F portfolio, value $1,682,582.

    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 23,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,546,978.

    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).