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Disclosery

Lido Advisors, LLC: XHLF position timeline

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

Lido Advisors, LLC held 8,208 XHLF 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 8,208 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $412,864.

    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 8,958 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $450,879.

    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 9,676 shares
    Change vs previous 13F -488 shares

    <0.01% of the 13F portfolio, value $486,263.

    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 10,164 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $512,477.

    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).