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Lido Advisors, LLC: XLU position timeline

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

Lido Advisors, LLC held 402,420 XLU 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 402,420 shares
    Change vs previous 13F +11,697 shares

    0.07% of the 13F portfolio, value $18,245,807.

    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 390,723 shares
    Change vs previous 13F -70,324 shares

    0.07% of the 13F portfolio, value $17,930,307.

    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 461,047 shares
    Change vs previous 13F +182,537 shares

    0.1% of the 13F portfolio, value $24,892,220.

    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 278,510 shares
    Change vs previous 13F -86,012 shares

    0.1% of the 13F portfolio, value $24,288,932.

    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 364,522 shares
    Change vs previous 13F -8,631 shares

    0.16% of the 13F portfolio, value $29,766,941.

    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 373,153 shares
    Change vs previous 13F +101,404 shares

    0.17% of the 13F portfolio, value $29,423,152.

    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 271,749 shares
    Change vs previous 13F +11,383 shares

    0.13% of the 13F portfolio, value $20,568,654.

    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 260,366 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $21,032,410.

    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).