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Disclosery

Lido Advisors, LLC: DFUS position timeline

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

Lido Advisors, LLC held 37,263 DFUS 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 37,263 shares
    Change vs previous 13F +1,696 shares

    0.01% of the 13F portfolio, value $3,053,361.

    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 35,567 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $2,522,081.

    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 35,532 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $2,599,840.

    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 35,500 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,571,620.

    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 35,500 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $2,379,210.

    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 35,300 shares
    Change vs previous 13F -2,022 shares

    0.01% of the 13F portfolio, value $2,134,944.

    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 37,322 shares
    Change vs previous 13F +14,944 shares

    0.01% of the 13F portfolio, value $2,379,263.

    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 22,378 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,391,957.

    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).