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Disclosery

Lido Advisors, LLC: HDV position timeline

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

Lido Advisors, LLC held 410,680 HDV 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 410,680 shares
    Change vs previous 13F +332,664 shares

    0.04% of the 13F portfolio, value $11,256,766.

    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 78,016 shares
    Change vs previous 13F +410 shares

    0.04% of the 13F portfolio, value $10,588,545.

    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 77,606 shares
    Change vs previous 13F +5,418 shares

    0.04% of the 13F portfolio, value $9,487,192.

    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 72,188 shares
    Change vs previous 13F -4,265 shares

    0.04% of the 13F portfolio, value $8,839,555.

    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 76,453 shares
    Change vs previous 13F +2,258 shares

    0.05% of the 13F portfolio, value $8,958,013.

    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 74,195 shares
    Change vs previous 13F +244 shares

    0.05% of the 13F portfolio, value $8,986,568.

    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 73,951 shares
    Change vs previous 13F +13,430 shares

    0.05% of the 13F portfolio, value $8,301,740.

    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 60,521 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,118,576.

    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).