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Disclosery

Lido Advisors, LLC: XLB position timeline

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

Lido Advisors, LLC held 22,236 XLB 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 22,236 shares
    Change vs previous 13F -4,909 shares

    <0.01% of the 13F portfolio, value $1,130,356.

    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 27,145 shares
    Change vs previous 13F +2,380 shares

    0.01% of the 13F portfolio, value $1,356,471.

    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 24,765 shares
    Change vs previous 13F +8,690 shares

    0.01% of the 13F portfolio, value $1,539,155.

    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 16,075 shares
    Change vs previous 13F +5,717 shares

    0.01% of the 13F portfolio, value $1,440,720.

    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 10,358 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $909,575.

    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 10,234 shares
    Change vs previous 13F +3,364 shares

    0.01% of the 13F portfolio, value $879,996.

    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 6,870 shares
    Change vs previous 13F +3,522 shares

    <0.01% of the 13F portfolio, value $578,083.

    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 3,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $322,756.

    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).