Skip to content
Disclosery

Lido Advisors, LLC: CB position timeline

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

Lido Advisors, LLC held 74,326 CB 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 74,326 shares
    Change vs previous 13F +5,078 shares

    0.09% of the 13F portfolio, value $25,383,352.

    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 69,248 shares
    Change vs previous 13F +2,941 shares

    0.09% of the 13F portfolio, value $22,625,147.

    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 66,307 shares
    Change vs previous 13F +847 shares

    0.08% of the 13F portfolio, value $19,125,994.

    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 65,460 shares
    Change vs previous 13F +15,648 shares

    0.08% of the 13F portfolio, value $18,529,029.

    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 49,812 shares
    Change vs previous 13F +16,167 shares

    0.08% of the 13F portfolio, value $14,464,270.

    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 33,645 shares
    Change vs previous 13F +7,801 shares

    0.06% of the 13F portfolio, value $10,182,623.

    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 25,844 shares
    Change vs previous 13F +938 shares

    0.04% of the 13F portfolio, value $7,162,809.

    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 24,906 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,182,877.

    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).