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Lido Advisors, LLC: DVY position timeline

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

Lido Advisors, LLC held 104,539 DVY 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 104,539 shares
    Change vs previous 13F +3,190 shares

    0.06% of the 13F portfolio, value $16,339,491.

    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 101,349 shares
    Change vs previous 13F -11,857 shares

    0.06% of the 13F portfolio, value $15,345,342.

    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 113,206 shares
    Change vs previous 13F +520 shares

    0.06% of the 13F portfolio, value $16,052,968.

    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 112,686 shares
    Change vs previous 13F +5,439 shares

    0.07% of the 13F portfolio, value $16,012,851.

    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 107,247 shares
    Change vs previous 13F +19,279 shares

    0.07% of the 13F portfolio, value $14,243,517.

    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 87,968 shares
    Change vs previous 13F -388 shares

    0.07% of the 13F portfolio, value $11,813,263.

    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 88,356 shares
    Change vs previous 13F +20,798 shares

    0.07% of the 13F portfolio, value $11,600,306.

    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 67,558 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $9,125,071.

    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).