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Lido Advisors, LLC: XLC position timeline

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

Lido Advisors, LLC held 41,215 XLC 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 41,215 shares
    Change vs previous 13F -1,798 shares

    0.02% of the 13F portfolio, value $4,415,447.

    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 43,013 shares
    Change vs previous 13F -22,660 shares

    0.02% of the 13F portfolio, value $4,768,555.

    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 65,673 shares
    Change vs previous 13F +2,773 shares

    0.03% of the 13F portfolio, value $7,760,011.

    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 62,900 shares
    Change vs previous 13F -192,898 shares

    0.03% of the 13F portfolio, value $7,445,595.

    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 255,798 shares
    Change vs previous 13F -16,254 shares

    0.15% of the 13F portfolio, value $27,761,834.

    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 272,052 shares
    Change vs previous 13F +13,446 shares

    0.15% of the 13F portfolio, value $26,239,425.

    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 258,606 shares
    Change vs previous 13F -8,384 shares

    0.16% of the 13F portfolio, value $25,035,656.

    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 266,990 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $24,135,957.

    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).