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Lido Advisors, LLC: BNY position timeline

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

Lido Advisors, LLC held 45,585 BNY 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 45,585 shares
    Change vs previous 13F +2,200 shares

    0.02% of the 13F portfolio, value $6,592,281.

    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 43,385 shares
    Change vs previous 13F +5,652 shares

    0.02% of the 13F portfolio, value $5,146,832.

    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 37,733 shares
    Change vs previous 13F +775 shares

    0.02% of the 13F portfolio, value $4,232,818.

    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 36,958 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $4,027,073.

    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 37,458 shares
    Change vs previous 13F -288 shares

    0.02% of the 13F portfolio, value $3,412,851.

    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 37,746 shares
    Change vs previous 13F +3,303 shares

    0.02% of the 13F portfolio, value $3,165,840.

    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 34,443 shares
    Change vs previous 13F +743 shares

    0.02% of the 13F portfolio, value $2,646,249.

    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 33,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,421,735.

    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).