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Disclosery

Lido Advisors, LLC: FDIS position timeline

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

Lido Advisors, LLC held 1,436,002 FDIS 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 1,436,002 shares
    Change vs previous 13F -67,752 shares

    0.53% of the 13F portfolio, value $147,678,584.

    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 1,503,754 shares
    Change vs previous 13F +19,658 shares

    0.55% of the 13F portfolio, value $140,240,298.

    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 1,484,096 shares
    Change vs previous 13F +1,692 shares

    0.6% of the 13F portfolio, value $152,639,204.

    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 1,482,404 shares
    Change vs previous 13F +122,734 shares

    0.63% of the 13F portfolio, value $152,495,138.

    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 1,359,670 shares
    Change vs previous 13F -133,912 shares

    0.67% of the 13F portfolio, value $127,904,212.

    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 1,493,582 shares
    Change vs previous 13F +110,217 shares

    0.74% of the 13F portfolio, value $126,222,639.

    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 1,383,365 shares
    Change vs previous 13F +22,415 shares

    0.84% of the 13F portfolio, value $134,822,729.

    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 1,360,950 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $120,362,444.

    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).