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Lido Advisors, LLC: HSBC position timeline

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

Lido Advisors, LLC held 10,052 HSBC 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 10,052 shares
    Change vs previous 13F +993 shares

    <0.01% of the 13F portfolio, value $955,951.

    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 9,059 shares
    Change vs previous 13F +733 shares

    <0.01% of the 13F portfolio, value $764,408.

    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 8,326 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $609,171.

    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 8,290 shares
    Change vs previous 13F +2,023 shares

    <0.01% of the 13F portfolio, value $588,506.

    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 6,267 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $381,021.

    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 6,078 shares
    Change vs previous 13F -1,453 shares

    <0.01% of the 13F portfolio, value $359,337.

    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 7,531 shares
    Change vs previous 13F +249 shares

    <0.01% of the 13F portfolio, value $372,486.

    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 7,282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,080.

    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).