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Lido Advisors, LLC: XLE position timeline

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

Lido Advisors, LLC held 156,284 XLE 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 156,284 shares
    Change vs previous 13F +24,721 shares

    0.03% of the 13F portfolio, value $8,300,279.

    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 131,563 shares
    Change vs previous 13F +19,423 shares

    0.03% of the 13F portfolio, value $8,059,629.

    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 112,140 shares
    Change vs previous 13F +10,950 shares

    0.03% of the 13F portfolio, value $6,875,144.

    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 101,190 shares
    Change vs previous 13F +11,479 shares

    0.04% of the 13F portfolio, value $9,040,450.

    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 89,711 shares
    Change vs previous 13F -632 shares

    0.04% of the 13F portfolio, value $7,608,427.

    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 90,343 shares
    Change vs previous 13F +10,008 shares

    0.05% of the 13F portfolio, value $8,442,599.

    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 80,335 shares
    Change vs previous 13F +4,864 shares

    0.04% of the 13F portfolio, value $6,881,480.

    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 75,471 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,626,374.

    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).