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Lido Advisors, LLC: XEVVX position timeline

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

Lido Advisors, LLC held 93,644 XEVVX 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 93,644 shares
    Change vs previous 13F +25,018 shares

    <0.01% of the 13F portfolio, value $877,448.

    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 68,626 shares
    Change vs previous 13F +732 shares

    <0.01% of the 13F portfolio, value $648,527.

    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 67,894 shares
    Change vs previous 13F +38,262 shares

    <0.01% of the 13F portfolio, value $679,947.

    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 29,632 shares
    Change vs previous 13F +9,795 shares

    <0.01% of the 13F portfolio, value $300,765.

    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 19,837 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $203,528.

    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 19,837 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $197,973.

    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 19,837 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $193,807.

    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 19,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,487.

    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).