Skip to content
Disclosery

Lido Advisors, LLC: HEI position timeline

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

Lido Advisors, LLC held 1,790 HEI 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 1,790 shares
    Change vs previous 13F +635 shares

    <0.01% of the 13F portfolio, value $637,713.

    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 1,155 shares
    Change vs previous 13F -462 shares

    <0.01% of the 13F portfolio, value $316,803.

    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 1,617 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $522,753.

    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 1,610 shares
    Change vs previous 13F -2,074 shares

    <0.01% of the 13F portfolio, value $520,018.

    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 3,684 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $1,208,570.

    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 3,688 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $985,578.

    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).