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Lido Advisors, LLC: XLV position timeline

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

Lido Advisors, LLC held 79,669 XLV 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 79,669 shares
    Change vs previous 13F +7,661 shares

    0.05% of the 13F portfolio, value $12,640,562.

    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 72,008 shares
    Change vs previous 13F -14,939 shares

    0.04% of the 13F portfolio, value $10,557,358.

    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 86,947 shares
    Change vs previous 13F +126 shares

    0.05% of the 13F portfolio, value $12,830,401.

    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 86,821 shares
    Change vs previous 13F +2,783 shares

    0.05% of the 13F portfolio, value $12,083,045.

    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 84,038 shares
    Change vs previous 13F +1,395 shares

    0.06% of the 13F portfolio, value $11,327,582.

    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 82,643 shares
    Change vs previous 13F +11,043 shares

    0.07% of the 13F portfolio, value $12,066,773.

    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 71,600 shares
    Change vs previous 13F -18,624 shares

    0.06% of the 13F portfolio, value $9,850,044.

    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 90,224 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,896,374.

    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).