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Lido Advisors, LLC: COST position timeline

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

Lido Advisors, LLC held 123,939 COST 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 123,939 shares
    Change vs previous 13F +3,639 shares

    0.41% of the 13F portfolio, value $115,942,913.

    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 120,300 shares
    Change vs previous 13F +5,428 shares

    0.47% of the 13F portfolio, value $119,873,650.

    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 114,872 shares
    Change vs previous 13F +1,373 shares

    0.41% of the 13F portfolio, value $104,007,335.

    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 113,499 shares
    Change vs previous 13F +34,342 shares

    0.43% of the 13F portfolio, value $105,059,636.

    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 79,157 shares
    Change vs previous 13F +11,398 shares

    0.41% of the 13F portfolio, value $78,361,380.

    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 67,759 shares
    Change vs previous 13F +25,364 shares

    0.38% of the 13F portfolio, value $64,085,405.

    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 42,395 shares
    Change vs previous 13F +4,608 shares

    0.24% of the 13F portfolio, value $38,845,302.

    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 37,787 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $33,499,118.

    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).