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Disclosery

Lido Advisors, LLC: CFG position timeline

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

Lido Advisors, LLC held 19,008 CFG 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 19,008 shares
    Change vs previous 13F +4,620 shares

    <0.01% of the 13F portfolio, value $1,331,988.

    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 14,388 shares
    Change vs previous 13F -271 shares

    <0.01% of the 13F portfolio, value $863,044.

    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 14,659 shares
    Change vs previous 13F +1,297 shares

    <0.01% of the 13F portfolio, value $791,653.

    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 13,362 shares
    Change vs previous 13F +2,621 shares

    <0.01% of the 13F portfolio, value $710,356.

    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 10,741 shares
    Change vs previous 13F -4,149 shares

    <0.01% of the 13F portfolio, value $480,691.

    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 14,890 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $610,062.

    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 15,027 shares
    Change vs previous 13F +1,418 shares

    <0.01% of the 13F portfolio, value $657,595.

    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 13,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $558,935.

    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).