Lido Advisors, LLC: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on FISV, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 52,070 FISV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 52,070 sharesChange vs previous 13F +27,971 shares
0.01% of the 13F portfolio, value $2,554,125.
13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,099 sharesChange vs previous 13F -13,798 shares
0.01% of the 13F portfolio, value $1,344,777.
13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,897 sharesChange vs previous 13F -6,410 shares
0.02% of the 13F portfolio, value $4,425,533.
13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,307 sharesChange vs previous 13F +9,888 shares
0.02% of the 13F portfolio, value $5,712,849.
13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,419 sharesChange vs previous 13F +773 shares
0.03% of the 13F portfolio, value $5,934,249.
13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,646 sharesChange vs previous 13F +4,527 shares
0.04% of the 13F portfolio, value $7,430,164.
13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,119 sharesChange vs previous 13F -35,442 shares
0.04% of the 13F portfolio, value $5,981,577.
13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 64,561 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $11,598,552.
13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).