Position in WBI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,038,278
+$229,301 QoQ
Shares Held
30,297
+0.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 163 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in WBI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $9,437,888 across 13 Oil & Gas Equipment & Services names. WBI ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
53,990 | $2,509,993 | |
| 2 | BKR |
Baker Hughes Co
|
25,668 | $1,424,573 | |
| 3 | HAL |
Halliburton Co
|
35,117 | $1,192,221 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
This page
|
30,297 | $1,038,278 | |
| 5 | TS |
Tenaris SA
|
11,328 | $628,590 | |
| 6 | OII |
Oceaneering International Inc
|
13,352 | $541,021 | |
| 7 | CLB |
Core Laboratories Inc. /DE/
|
37,496 | $436,828 | |
| 8 | TDW |
Tidewater Inc
|
6,347 | $422,900 |
All Filings in WBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,278 | 30,297 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||