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Lido Advisors, LLC: BR position timeline

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

Lido Advisors, LLC held 6,838 BR 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 6,838 shares
    Change vs previous 13F -2,718 shares

    <0.01% of the 13F portfolio, value $943,436.

    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 9,556 shares
    Change vs previous 13F -16,502 shares

    0.01% of the 13F portfolio, value $1,559,423.

    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 26,058 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $6,054,771.

    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 26,028 shares
    Change vs previous 13F +10,418 shares

    0.03% of the 13F portfolio, value $6,215,187.

    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 15,610 shares
    Change vs previous 13F +2,630 shares

    0.02% of the 13F portfolio, value $3,798,898.

    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 12,980 shares
    Change vs previous 13F +4,722 shares

    0.02% of the 13F portfolio, value $3,151,744.

    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 8,258 shares
    Change vs previous 13F +2,726 shares

    0.01% of the 13F portfolio, value $1,871,693.

    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 5,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,189,686.

    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).