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Lido Advisors, LLC: FDVV position timeline

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

Lido Advisors, LLC held 155,668 FDVV 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 155,668 shares
    Change vs previous 13F -21,878 shares

    0.03% of the 13F portfolio, value $9,385,257.

    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 177,546 shares
    Change vs previous 13F -66,261 shares

    0.04% of the 13F portfolio, value $9,804,278.

    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 243,807 shares
    Change vs previous 13F +801 shares

    0.05% of the 13F portfolio, value $13,708,866.

    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 243,006 shares
    Change vs previous 13F +73,200 shares

    0.06% of the 13F portfolio, value $13,537,946.

    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 169,806 shares
    Change vs previous 13F +147,107 shares

    0.05% of the 13F portfolio, value $8,833,335.

    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 22,699 shares
    Change vs previous 13F -2,591 shares

    0.01% of the 13F portfolio, value $1,125,906.

    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 25,290 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $1,262,963.

    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 26,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,326,213.

    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).