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Lido Advisors, LLC: EXC position timeline

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

Lido Advisors, LLC held 56,061 EXC 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 56,061 shares
    Change vs previous 13F -2,425 shares

    0.01% of the 13F portfolio, value $2,613,640.

    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 58,486 shares
    Change vs previous 13F +9,070 shares

    0.01% of the 13F portfolio, value $2,867,119.

    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 49,416 shares
    Change vs previous 13F +1,412 shares

    0.01% of the 13F portfolio, value $2,218,575.

    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 48,004 shares
    Change vs previous 13F +4,484 shares

    0.01% of the 13F portfolio, value $2,160,738.

    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 43,520 shares
    Change vs previous 13F +7,541 shares

    0.01% of the 13F portfolio, value $1,889,647.

    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 35,979 shares
    Change vs previous 13F +8,409 shares

    0.01% of the 13F portfolio, value $1,657,952.

    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 27,570 shares
    Change vs previous 13F +353 shares

    0.01% of the 13F portfolio, value $1,037,743.

    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 27,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,103,669.

    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).