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Disclosery

Lido Advisors, LLC: XYLD position timeline

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

Lido Advisors, LLC held 73,514 XYLD 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 73,514 shares
    Change vs previous 13F +53,743 shares

    0.01% of the 13F portfolio, value $2,998,640.

    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 19,771 shares
    Change vs previous 13F -9,107 shares

    <0.01% of the 13F portfolio, value $773,694.

    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 28,878 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,140,751.

    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 28,878 shares
    Change vs previous 13F -1,546 shares

    <0.01% of the 13F portfolio, value $1,133,814.

    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 30,424 shares
    Change vs previous 13F -2,100 shares

    0.01% of the 13F portfolio, value $1,184,739.

    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 32,524 shares
    Change vs previous 13F +8,592 shares

    0.01% of the 13F portfolio, value $1,284,402.

    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 23,932 shares
    Change vs previous 13F +7,619 shares

    0.01% of the 13F portfolio, value $1,031,241.

    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 16,313 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $677,001.

    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).