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Disclosery

Lido Advisors, LLC: CHTR position timeline

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

Lido Advisors, LLC held 7,097 CHTR 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 7,097 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $1,009,333.

    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 6,524 shares
    Change vs previous 13F +616 shares

    0.01% of the 13F portfolio, value $1,408,673.

    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 5,908 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $1,609,762.

    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 5,857 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $1,611,392.

    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 5,729 shares
    Change vs previous 13F -1,282 shares

    0.01% of the 13F portfolio, value $2,342,248.

    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 7,011 shares
    Change vs previous 13F -637 shares

    0.02% of the 13F portfolio, value $2,583,893.

    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 7,648 shares
    Change vs previous 13F +539 shares

    0.01% of the 13F portfolio, value $2,381,651.

    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 7,109 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,304,102.

    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).