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Lido Advisors, LLC: BRK-B position timeline

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

Lido Advisors, LLC held 290,179 BRK-B 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 290,179 shares
    Change vs previous 13F -34,977 shares

    0.52% of the 13F portfolio, value $145,203,499.

    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 325,156 shares
    Change vs previous 13F +3,725 shares

    0.61% of the 13F portfolio, value $155,815,538.

    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 321,431 shares
    Change vs previous 13F +2,911 shares

    0.64% of the 13F portfolio, value $161,589,391.

    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 318,520 shares
    Change vs previous 13F +82,968 shares

    0.66% of the 13F portfolio, value $160,133,407.

    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 235,552 shares
    Change vs previous 13F +27,005 shares

    0.6% of the 13F portfolio, value $114,424,142.

    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 208,547 shares
    Change vs previous 13F +16,553 shares

    0.66% of the 13F portfolio, value $111,068,154.

    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 191,994 shares
    Change vs previous 13F +16,597 shares

    0.54% of the 13F portfolio, value $87,027,187.

    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 175,397 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $80,728,662.

    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).