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Disclosery

Lido Advisors, LLC: DTCR position timeline

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

Lido Advisors, LLC held 60,115 DTCR 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 60,115 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $1,829,027.

    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 59,435 shares
    Change vs previous 13F -12,873 shares

    0.01% of the 13F portfolio, value $1,424,088.

    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 72,308 shares
    Change vs previous 13F +25,811 shares

    0.01% of the 13F portfolio, value $1,497,220.

    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 46,497 shares
    Change vs previous 13F -4,786 shares

    <0.01% of the 13F portfolio, value $952,278.

    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 51,283 shares
    Change vs previous 13F -4,012 shares

    0.01% of the 13F portfolio, value $960,853.

    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 55,295 shares
    Change vs previous 13F +8,216 shares

    0.01% of the 13F portfolio, value $899,101.

    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 47,079 shares
    Change vs previous 13F +24,296 shares

    <0.01% of the 13F portfolio, value $786,892.

    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 22,783 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,440.

    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).