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Lido Advisors, LLC: APD position timeline

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

Lido Advisors, LLC held 13,721 APD 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 13,721 shares
    Change vs previous 13F +130 shares

    0.01% of the 13F portfolio, value $4,022,826.

    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 13,591 shares
    Change vs previous 13F -5,180 shares

    0.02% of the 13F portfolio, value $3,948,577.

    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 18,771 shares
    Change vs previous 13F +1,492 shares

    0.02% of the 13F portfolio, value $5,048,362.

    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 17,279 shares
    Change vs previous 13F +231 shares

    0.02% of the 13F portfolio, value $4,712,711.

    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 17,048 shares
    Change vs previous 13F +2,566 shares

    0.03% of the 13F portfolio, value $4,808,614.

    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 14,482 shares
    Change vs previous 13F +878 shares

    0.03% of the 13F portfolio, value $4,271,099.

    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 13,604 shares
    Change vs previous 13F +1,119 shares

    0.02% of the 13F portfolio, value $3,945,721.

    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 12,485 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,717,314.

    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).