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Disclosery

Lido Advisors, LLC: CVS position timeline

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

Lido Advisors, LLC held 55,999 CVS 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 55,999 shares
    Change vs previous 13F +2,123 shares

    0.02% of the 13F portfolio, value $5,793,450.

    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 53,876 shares
    Change vs previous 13F +2,443 shares

    0.02% of the 13F portfolio, value $3,869,599.

    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 51,433 shares
    Change vs previous 13F +1,441 shares

    0.02% of the 13F portfolio, value $3,967,707.

    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 49,992 shares
    Change vs previous 13F +6,859 shares

    0.02% of the 13F portfolio, value $3,769,061.

    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 43,133 shares
    Change vs previous 13F +11,181 shares

    0.02% of the 13F portfolio, value $2,975,361.

    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 31,952 shares
    Change vs previous 13F -6,786 shares

    0.01% of the 13F portfolio, value $2,164,800.

    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 38,738 shares
    Change vs previous 13F -32,715 shares

    0.01% of the 13F portfolio, value $1,738,946.

    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 71,453 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,493,021.

    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).