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Lido Advisors, LLC: CFR position timeline

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

Lido Advisors, LLC held 141,936 CFR 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 141,936 shares
    Change vs previous 13F -8,046 shares

    0.08% of the 13F portfolio, value $21,932,006.

    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 149,982 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $20,559,747.

    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 149,882 shares
    Change vs previous 13F +593 shares

    0.07% of the 13F portfolio, value $19,000,048.

    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 149,289 shares
    Change vs previous 13F +6,212 shares

    0.08% of the 13F portfolio, value $18,925,437.

    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 143,077 shares
    Change vs previous 13F -796 shares

    0.1% of the 13F portfolio, value $18,391,167.

    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 143,873 shares
    Change vs previous 13F +7,720 shares

    0.11% of the 13F portfolio, value $18,012,913.

    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 136,153 shares
    Change vs previous 13F +11,341 shares

    0.11% of the 13F portfolio, value $18,278,590.

    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 124,812 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,961,515.

    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).