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Lido Advisors, LLC: CRM position timeline

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

Lido Advisors, LLC held 283,141 CRM 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 283,141 shares
    Change vs previous 13F +23,547 shares

    0.16% of the 13F portfolio, value $44,456,228.

    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 259,594 shares
    Change vs previous 13F +74,841 shares

    0.19% of the 13F portfolio, value $48,458,837.

    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 184,753 shares
    Change vs previous 13F +4,674 shares

    0.18% of the 13F portfolio, value $45,345,335.

    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 180,079 shares
    Change vs previous 13F +52,597 shares

    0.18% of the 13F portfolio, value $42,734,102.

    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 127,482 shares
    Change vs previous 13F +8,062 shares

    0.18% of the 13F portfolio, value $34,813,616.

    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 119,420 shares
    Change vs previous 13F +10,499 shares

    0.19% of the 13F portfolio, value $32,047,937.

    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 108,921 shares
    Change vs previous 13F +718 shares

    0.23% of the 13F portfolio, value $36,458,350.

    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 108,203 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $29,616,504.

    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).