Lido Advisors, LLC: DFLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on DFLV, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 58,053 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 58,053 sharesChange vs previous 13F -5,566 shares
0.01% of the 13F portfolio, value $2,295,447.
13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 63,619 sharesChange vs previous 13F -53,173 shares
0.01% of the 13F portfolio, value $2,268,694.
13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 116,792 sharesChange vs previous 13F +1,153 shares
0.02% of the 13F portfolio, value $3,930,737.
13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 115,639 sharesChange vs previous 13F +45,752 shares
0.02% of the 13F portfolio, value $3,804,576.
13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,887 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,167,899.
13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).