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Disclosery

Lido Advisors, LLC: CAKE position timeline

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

Lido Advisors, LLC held 8,224 CAKE 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 8,224 shares
    Change vs previous 13F -1,315 shares

    <0.01% of the 13F portfolio, value $654,152.

    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 9,539 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $522,296.

    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 9,669 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $525,000.

    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 9,519 shares
    Change vs previous 13F -954 shares

    <0.01% of the 13F portfolio, value $520,161.

    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 10,473 shares
    Change vs previous 13F +756 shares

    <0.01% of the 13F portfolio, value $656,273.

    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 9,717 shares
    Change vs previous 13F -1,088 shares

    <0.01% of the 13F portfolio, value $472,854.

    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 10,805 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $512,582.

    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 10,590 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,435.

    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).