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Lido Advisors, LLC: EFV position timeline

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

Lido Advisors, LLC held 141,906 EFV 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 141,906 shares
    Change vs previous 13F -243,154 shares

    0.04% of the 13F portfolio, value $10,862,940.

    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 385,060 shares
    Change vs previous 13F -4,779 shares

    0.11% of the 13F portfolio, value $28,629,343.

    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 389,839 shares
    Change vs previous 13F +374,670 shares

    0.11% of the 13F portfolio, value $27,784,154.

    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 15,169 shares
    Change vs previous 13F +3,712 shares

    <0.01% of the 13F portfolio, value $1,028,940.

    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 11,457 shares
    Change vs previous 13F -3,505 shares

    <0.01% of the 13F portfolio, value $727,346.

    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 14,962 shares
    Change vs previous 13F +3,280 shares

    0.01% of the 13F portfolio, value $881,876.

    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 11,682 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $612,939.

    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 11,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $633,319.

    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).