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Lido Advisors, LLC: ESS position timeline

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

Lido Advisors, LLC held 170,878 ESS 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 170,878 shares
    Change vs previous 13F +965 shares

    0.18% of the 13F portfolio, value $50,265,860.

    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 169,913 shares
    Change vs previous 13F -659 shares

    0.16% of the 13F portfolio, value $41,556,781.

    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 170,572 shares
    Change vs previous 13F +9 shares

    0.18% of the 13F portfolio, value $46,085,999.

    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 170,563 shares
    Change vs previous 13F -287 shares

    0.19% of the 13F portfolio, value $46,089,402.

    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 170,850 shares
    Change vs previous 13F +993 shares

    0.26% of the 13F portfolio, value $48,856,080.

    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 169,857 shares
    Change vs previous 13F +369 shares

    0.31% of the 13F portfolio, value $52,509,824.

    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 169,488 shares
    Change vs previous 13F +110 shares

    0.3% of the 13F portfolio, value $48,378,624.

    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 169,378 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $50,037,703.

    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).