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
- period ended2026-06-3013F 167,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 166,697 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 164,277 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,382 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 146,009 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 121,660 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 108,711 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 107,174 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).