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Lido Advisors, LLC: EPRT position timeline

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

Lido Advisors, LLC held 12,421 EPRT 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 12,421 shares
    Change vs previous 13F +1,023 shares

    <0.01% of the 13F portfolio, value $374,769.

    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 11,398 shares
    Change vs previous 13F +1,684 shares

    <0.01% of the 13F portfolio, value $349,628.

    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 9,714 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $291,846.

    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 9,368 shares
    Change vs previous 13F -857 shares

    <0.01% of the 13F portfolio, value $281,662.

    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 10,225 shares
    Change vs previous 13F -1,053 shares

    <0.01% of the 13F portfolio, value $329,359.

    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 11,278 shares
    Change vs previous 13F -106,962 shares

    <0.01% of the 13F portfolio, value $371,460.

    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 118,240 shares
    Change vs previous 13F -133,441 shares

    0.02% of the 13F portfolio, value $3,733,415.

    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 251,681 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,192,669.

    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).