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Lido Advisors, LLC: ADI position timeline

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

Lido Advisors, LLC held 167,629 ADI 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 167,629 shares
    Change vs previous 13F +932 shares

    0.24% of the 13F portfolio, value $66,578,192.

    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 166,697 shares
    Change vs previous 13F +2,420 shares

    0.21% of the 13F portfolio, value $53,033,590.

    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 164,277 shares
    Change vs previous 13F +895 shares

    0.16% of the 13F portfolio, value $40,844,961.

    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 163,382 shares
    Change vs previous 13F +17,373 shares

    0.16% of the 13F portfolio, value $40,143,297.

    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 146,009 shares
    Change vs previous 13F +24,349 shares

    0.18% of the 13F portfolio, value $34,753,120.

    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 121,660 shares
    Change vs previous 13F +12,949 shares

    0.14% of the 13F portfolio, value $24,535,305.

    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 108,711 shares
    Change vs previous 13F +1,537 shares

    0.14% of the 13F portfolio, value $23,096,751.

    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 107,174 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $24,668,420.

    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).