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Lido Advisors, LLC: FIDU position timeline

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

Lido Advisors, LLC held 1,672,011 FIDU 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 1,672,011 shares
    Change vs previous 13F -66,004 shares

    0.59% of the 13F portfolio, value $166,549,148.

    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 1,738,015 shares
    Change vs previous 13F -371 shares

    0.59% of the 13F portfolio, value $150,373,201.

    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 1,738,386 shares
    Change vs previous 13F +1,801 shares

    0.56% of the 13F portfolio, value $142,468,353.

    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 1,736,585 shares
    Change vs previous 13F +32,118 shares

    0.58% of the 13F portfolio, value $142,295,863.

    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 1,704,467 shares
    Change vs previous 13F +125,189 shares

    0.69% of the 13F portfolio, value $132,147,402.

    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 1,579,278 shares
    Change vs previous 13F +49,035 shares

    0.64% of the 13F portfolio, value $108,133,172.

    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 1,530,243 shares
    Change vs previous 13F +44,828 shares

    0.67% of the 13F portfolio, value $107,591,364.

    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 1,485,415 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $107,202,405.

    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).