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Disclosery

Lido Advisors, LLC: DFAS position timeline

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

Lido Advisors, LLC held 9,967 DFAS 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 9,967 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $820,723.

    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 10,364 shares
    Change vs previous 13F -1,308 shares

    <0.01% of the 13F portfolio, value $737,244.

    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 11,672 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $805,325.

    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 11,722 shares
    Change vs previous 13F +1,239 shares

    <0.01% of the 13F portfolio, value $802,574.

    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 10,483 shares
    Change vs previous 13F +1,501 shares

    <0.01% of the 13F portfolio, value $667,968.

    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 8,982 shares
    Change vs previous 13F +3,982 shares

    <0.01% of the 13F portfolio, value $536,730.

    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 5,000 shares
    Change vs previous 13F +304 shares

    <0.01% of the 13F portfolio, value $325,397.

    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 4,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,595.

    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).