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Disclosery

Lido Advisors, LLC: XLP position timeline

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

Lido Advisors, LLC held 47,740 XLP 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 47,740 shares
    Change vs previous 13F +9,799 shares

    0.01% of the 13F portfolio, value $3,965,767.

    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 37,941 shares
    Change vs previous 13F -7,986 shares

    0.01% of the 13F portfolio, value $3,110,468.

    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 45,927 shares
    Change vs previous 13F +2,066 shares

    0.01% of the 13F portfolio, value $3,587,434.

    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 43,861 shares
    Change vs previous 13F +15,244 shares

    0.01% of the 13F portfolio, value $3,437,392.

    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 28,617 shares
    Change vs previous 13F -716 shares

    0.01% of the 13F portfolio, value $2,317,197.

    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 29,333 shares
    Change vs previous 13F +13,468 shares

    0.01% of the 13F portfolio, value $2,395,670.

    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 15,865 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $1,247,179.

    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 16,179 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,342,911.

    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).