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Lido Advisors, LLC: HTGC position timeline

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

Lido Advisors, LLC held 88,450 HTGC 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 88,450 shares
    Change vs previous 13F +10,901 shares

    <0.01% of the 13F portfolio, value $1,394,891.

    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 77,549 shares
    Change vs previous 13F +10,755 shares

    <0.01% of the 13F portfolio, value $1,145,422.

    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 66,794 shares
    Change vs previous 13F +3,748 shares

    <0.01% of the 13F portfolio, value $1,262,543.

    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 63,046 shares
    Change vs previous 13F +7,088 shares

    <0.01% of the 13F portfolio, value $1,192,221.

    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 55,958 shares
    Change vs previous 13F -5,311 shares

    0.01% of the 13F portfolio, value $1,022,921.

    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 61,269 shares
    Change vs previous 13F +1,685 shares

    0.01% of the 13F portfolio, value $1,176,986.

    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 59,584 shares
    Change vs previous 13F -3,582 shares

    0.01% of the 13F portfolio, value $1,197,033.

    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 63,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,240,580.

    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).