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Lido Advisors, LLC: XLY position timeline

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

Lido Advisors, LLC held 64,444 XLY 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 64,444 shares
    Change vs previous 13F -6,549 shares

    0.03% of the 13F portfolio, value $7,558,093.

    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 70,993 shares
    Change vs previous 13F +5,813 shares

    0.03% of the 13F portfolio, value $7,736,899.

    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 65,180 shares
    Change vs previous 13F +19,741 shares

    0.04% of the 13F portfolio, value $11,286,259.

    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 45,439 shares
    Change vs previous 13F -70,427 shares

    0.04% of the 13F portfolio, value $10,889,230.

    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 115,866 shares
    Change vs previous 13F -3,636 shares

    0.13% of the 13F portfolio, value $25,181,225.

    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 119,502 shares
    Change vs previous 13F +88,666 shares

    0.14% of the 13F portfolio, value $23,597,046.

    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 30,836 shares
    Change vs previous 13F +16,660 shares

    0.04% of the 13F portfolio, value $6,918,087.

    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 14,176 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,840,456.

    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).