Position in WBI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$808,977
+$204,736 QoQ
Shares Held
30,197
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 31.009702950624234.ToString("F0")%
Shared 0.ToString("F0")%
None 68.99029704937577.ToString("F0")%
Common Shares in WBI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Lido Advisors, LLC holds $8,511,242 across 9 Oil & Gas Equipment & Services names. WBI ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
55,780 | $2,866,533 | |
| 2 | BKR |
Baker Hughes Co
|
23,186 | $1,415,503 | |
| 3 | HAL |
Halliburton Co
|
21,242 | $828,224 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
This page
|
30,197 | $808,977 | |
| 5 | CLB |
Core Laboratories Inc. /DE/
|
37,846 | $635,434 | |
| 6 | LB |
LandBridge Co LLC
|
8,712 | $601,563 | |
| 7 | TDW |
Tidewater Inc
|
6,549 | $547,168 | |
| 8 | OII |
Oceaneering International Inc
|
13,738 | $487,285 |
All Filings in WBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $808,977 | 30,197 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $604,241 | 30,197 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $761,568 | 30,197 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||