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
- period ended2026-06-3013F 104,539 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 101,349 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 113,206 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 112,686 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 107,247 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,968 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 88,356 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 67,558 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).