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Disclosery

Lido Advisors, LLC: DOW position timeline

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

Lido Advisors, LLC held 79,718 DOW 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 79,718 shares
    Change vs previous 13F +62,029 shares

    0.01% of the 13F portfolio, value $2,181,178.

    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 17,689 shares
    Change vs previous 13F -467 shares

    <0.01% of the 13F portfolio, value $736,901.

    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 18,156 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $418,826.

    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 16,691 shares
    Change vs previous 13F +3,744 shares

    <0.01% of the 13F portfolio, value $382,745.

    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 12,947 shares
    Change vs previous 13F -15,808 shares

    <0.01% of the 13F portfolio, value $342,855.

    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 28,755 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $1,004,153.

    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 29,667 shares
    Change vs previous 13F +852 shares

    0.01% of the 13F portfolio, value $1,190,541.

    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 28,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,574,178.

    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).