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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

  1. period ended2026-06-30
    13F 52,070 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,099 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,897 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,307 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,419 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,646 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,119 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,561 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).