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Disclosery

Lido Advisors, LLC: ATR position timeline

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

Lido Advisors, LLC held 5,342 ATR 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 5,342 shares
    Change vs previous 13F -24,684 shares

    <0.01% of the 13F portfolio, value $668,834.

    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 30,026 shares
    Change vs previous 13F -18,557 shares

    0.01% of the 13F portfolio, value $3,784,020.

    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 48,583 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $6,491,274.

    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 48,568 shares
    Change vs previous 13F -12,126 shares

    0.03% of the 13F portfolio, value $6,491,719.

    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 60,694 shares
    Change vs previous 13F +55,577 shares

    0.05% of the 13F portfolio, value $9,494,510.

    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 5,117 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $759,343.

    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 5,095 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $800,424.

    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 5,154 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $825,753.

    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).