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Disclosery

Lido Advisors, LLC: BSM position timeline

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

Lido Advisors, LLC held 11,553 BSM 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 11,553 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $161,400.

    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 10,597 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $160,224.

    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 10,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $133,999.

    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).