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Disclosery

Lido Advisors, LLC: DE position timeline

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

Lido Advisors, LLC held 59,862 DE 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 59,862 shares
    Change vs previous 13F -1,898 shares

    0.14% of the 13F portfolio, value $38,053,273.

    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 61,760 shares
    Change vs previous 13F -7,516 shares

    0.14% of the 13F portfolio, value $34,873,425.

    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 69,276 shares
    Change vs previous 13F +517 shares

    0.13% of the 13F portfolio, value $31,860,713.

    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 68,759 shares
    Change vs previous 13F +14,902 shares

    0.13% of the 13F portfolio, value $31,538,104.

    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 53,857 shares
    Change vs previous 13F +1,513 shares

    0.14% of the 13F portfolio, value $27,459,721.

    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 52,344 shares
    Change vs previous 13F +12,040 shares

    0.15% of the 13F portfolio, value $24,639,820.

    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 40,304 shares
    Change vs previous 13F +331 shares

    0.11% of the 13F portfolio, value $17,140,663.

    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 39,973 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $16,682,208.

    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).