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Lido Advisors, LLC: XLK position timeline

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

Lido Advisors, LLC held 300,648 XLK 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 300,648 shares
    Change vs previous 13F -26,692 shares

    0.2% of the 13F portfolio, value $57,279,543.

    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 327,340 shares
    Change vs previous 13F +41,414 shares

    0.17% of the 13F portfolio, value $43,503,837.

    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 285,926 shares
    Change vs previous 13F +95,934 shares

    0.23% of the 13F portfolio, value $58,211,767.

    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 189,992 shares
    Change vs previous 13F +21,001 shares

    0.22% of the 13F portfolio, value $53,551,581.

    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 168,991 shares
    Change vs previous 13F +29,422 shares

    0.22% of the 13F portfolio, value $42,793,899.

    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 139,569 shares
    Change vs previous 13F +18,208 shares

    0.17% of the 13F portfolio, value $28,818,229.

    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 121,361 shares
    Change vs previous 13F +356 shares

    0.18% of the 13F portfolio, value $28,218,820.

    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 121,005 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $27,318,241.

    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).