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Lido Advisors, LLC: XLF position timeline

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

Lido Advisors, LLC held 273,760 XLF 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 273,760 shares
    Change vs previous 13F -16,590 shares

    0.05% of the 13F portfolio, value $14,676,392.

    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 290,350 shares
    Change vs previous 13F -39,393 shares

    0.06% of the 13F portfolio, value $14,334,660.

    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 329,743 shares
    Change vs previous 13F +13,996 shares

    0.07% of the 13F portfolio, value $17,873,195.

    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 315,747 shares
    Change vs previous 13F -405,236 shares

    0.07% of the 13F portfolio, value $17,009,364.

    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 720,983 shares
    Change vs previous 13F -16,562 shares

    0.2% of the 13F portfolio, value $37,757,929.

    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 737,545 shares
    Change vs previous 13F +33,943 shares

    0.22% of the 13F portfolio, value $36,737,118.

    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 703,602 shares
    Change vs previous 13F +6,798 shares

    0.21% of the 13F portfolio, value $34,005,071.

    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 696,804 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $31,579,185.

    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).