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Lido Advisors, LLC: AGG position timeline

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

Lido Advisors, LLC held 544,631 AGG 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 544,631 shares
    Change vs previous 13F -76,584 shares

    0.19% of the 13F portfolio, value $53,907,728.

    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 621,215 shares
    Change vs previous 13F +21,490 shares

    0.24% of the 13F portfolio, value $61,668,235.

    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 599,725 shares
    Change vs previous 13F +10,795 shares

    0.24% of the 13F portfolio, value $60,085,685.

    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 588,930 shares
    Change vs previous 13F +1,088 shares

    0.24% of the 13F portfolio, value $59,040,320.

    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 587,842 shares
    Change vs previous 13F +41,891 shares

    0.31% of the 13F portfolio, value $58,313,971.

    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 545,951 shares
    Change vs previous 13F -46,150 shares

    0.32% of the 13F portfolio, value $54,005,560.

    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 592,101 shares
    Change vs previous 13F -51,682 shares

    0.36% of the 13F portfolio, value $57,374,585.

    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 643,783 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $65,195,951.

    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).