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Lido Advisors, LLC: XLG position timeline

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

Lido Advisors, LLC held 1,257,704 XLG 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 1,257,704 shares
    Change vs previous 13F -69,754 shares

    0.27% of the 13F portfolio, value $77,009,285.

    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 1,327,458 shares
    Change vs previous 13F +77,171 shares

    0.28% of the 13F portfolio, value $72,412,993.

    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 1,250,287 shares
    Change vs previous 13F -10,160 shares

    0.29% of the 13F portfolio, value $72,576,688.

    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 1,260,447 shares
    Change vs previous 13F +1,674 shares

    0.3% of the 13F portfolio, value $72,501,001.

    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 1,258,773 shares
    Change vs previous 13F +24,630 shares

    0.34% of the 13F portfolio, value $65,582,141.

    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 1,234,143 shares
    Change vs previous 13F +23,298 shares

    0.33% of the 13F portfolio, value $56,795,305.

    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 1,210,845 shares
    Change vs previous 13F +411,032 shares

    0.38% of the 13F portfolio, value $60,493,810.

    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 799,813 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $38,015,117.

    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).