Skip to content
Disclosery

Lido Advisors, LLC: CI position timeline

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

Lido Advisors, LLC held 26,740 CI 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 26,740 shares
    Change vs previous 13F -2,566 shares

    0.03% of the 13F portfolio, value $7,372,069.

    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 29,306 shares
    Change vs previous 13F -13,519 shares

    0.03% of the 13F portfolio, value $7,817,530.

    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 42,825 shares
    Change vs previous 13F +759 shares

    0.05% of the 13F portfolio, value $12,120,639.

    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 42,066 shares
    Change vs previous 13F +12,363 shares

    0.05% of the 13F portfolio, value $12,125,712.

    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 29,703 shares
    Change vs previous 13F +2,684 shares

    0.05% of the 13F portfolio, value $9,819,510.

    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 27,019 shares
    Change vs previous 13F +16,305 shares

    0.05% of the 13F portfolio, value $8,889,422.

    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 10,714 shares
    Change vs previous 13F +1,165 shares

    0.02% of the 13F portfolio, value $2,958,631.

    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 9,549 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,308,335.

    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).