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Lido Advisors, LLC: BRO position timeline

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

Lido Advisors, LLC held 20,341 BRO 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 20,341 shares
    Change vs previous 13F +1,395 shares

    <0.01% of the 13F portfolio, value $1,304,895.

    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 18,946 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $1,235,573.

    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 19,252 shares
    Change vs previous 13F +429 shares

    0.01% of the 13F portfolio, value $1,762,458.

    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 18,823 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $1,765,479.

    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 18,751 shares
    Change vs previous 13F +12,354 shares

    0.01% of the 13F portfolio, value $2,078,902.

    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 6,397 shares
    Change vs previous 13F +1,707 shares

    <0.01% of the 13F portfolio, value $795,813.

    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 4,690 shares
    Change vs previous 13F +120 shares

    <0.01% of the 13F portfolio, value $478,503.

    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 4,570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $473,509.

    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).