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Lido Advisors, LLC: FNDX position timeline

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

Lido Advisors, LLC held 167,628 FNDX 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 167,628 shares
    Change vs previous 13F +12,817 shares

    0.02% of the 13F portfolio, value $5,213,238.

    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 154,811 shares
    Change vs previous 13F -7,139 shares

    0.02% of the 13F portfolio, value $4,311,524.

    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 161,950 shares
    Change vs previous 13F +7,986 shares

    0.02% of the 13F portfolio, value $4,281,296.

    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 153,964 shares
    Change vs previous 13F +15,464 shares

    0.02% of the 13F portfolio, value $4,049,294.

    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 138,500 shares
    Change vs previous 13F +25,556 shares

    0.02% of the 13F portfolio, value $3,398,804.

    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 112,944 shares
    Change vs previous 13F -3,968 shares

    0.02% of the 13F portfolio, value $2,666,608.

    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 116,912 shares
    Change vs previous 13F +100,870 shares

    0.02% of the 13F portfolio, value $2,768,466.

    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 16,042 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,151,190.

    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).