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Lido Advisors, LLC: FREL position timeline

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

Lido Advisors, LLC held 1,113,126 FREL 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 1,113,126 shares
    Change vs previous 13F -45,492 shares

    0.12% of the 13F portfolio, value $32,614,609.

    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 1,158,618 shares
    Change vs previous 13F -178,779 shares

    0.12% of the 13F portfolio, value $31,178,450.

    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 1,337,397 shares
    Change vs previous 13F +2,603 shares

    0.15% of the 13F portfolio, value $37,180,500.

    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 1,334,794 shares
    Change vs previous 13F +113,386 shares

    0.15% of the 13F portfolio, value $37,120,635.

    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 1,221,408 shares
    Change vs previous 13F +68,081 shares

    0.17% of the 13F portfolio, value $33,026,894.

    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 1,153,327 shares
    Change vs previous 13F -54,424 shares

    0.19% of the 13F portfolio, value $31,681,905.

    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 1,207,751 shares
    Change vs previous 13F +47,682 shares

    0.2% of the 13F portfolio, value $32,633,425.

    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 1,160,069 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $34,198,860.

    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).