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Lido Advisors, LLC: XLI position timeline

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

Lido Advisors, LLC held 54,568 XLI 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 54,568 shares
    Change vs previous 13F -4,451 shares

    0.04% of the 13F portfolio, value $10,107,564.

    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 59,019 shares
    Change vs previous 13F -6,797 shares

    0.04% of the 13F portfolio, value $9,545,198.

    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 65,816 shares
    Change vs previous 13F +2,212 shares

    0.04% of the 13F portfolio, value $10,169,243.

    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 63,604 shares
    Change vs previous 13F -15,288 shares

    0.04% of the 13F portfolio, value $9,809,784.

    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 78,892 shares
    Change vs previous 13F -1,407 shares

    0.06% of the 13F portfolio, value $11,638,190.

    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 80,299 shares
    Change vs previous 13F -127,839 shares

    0.06% of the 13F portfolio, value $10,524,815.

    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 208,138 shares
    Change vs previous 13F +2,256 shares

    0.17% of the 13F portfolio, value $27,424,311.

    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 205,882 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $27,884,761.

    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).