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Disclosery

Lido Advisors, LLC: BOX position timeline

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

Lido Advisors, LLC held 13,624 BOX 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 13,624 shares
    Change vs previous 13F +1,661 shares

    <0.01% of the 13F portfolio, value $361,581.

    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 11,963 shares
    Change vs previous 13F +2,503 shares

    <0.01% of the 13F portfolio, value $282,805.

    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 9,460 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $299,990.

    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 9,090 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $293,335.

    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 8,960 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $306,163.

    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 8,152 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $251,571.

    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 8,360 shares
    Change vs previous 13F +1,960 shares

    <0.01% of the 13F portfolio, value $264,176.

    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 6,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,472.

    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).