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Disclosery

Lido Advisors, LLC: INTU position timeline

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

Lido Advisors, LLC held 31,525 INTU 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 31,525 shares
    Change vs previous 13F -328 shares

    0.03% of the 13F portfolio, value $8,228,750.

    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 31,853 shares
    Change vs previous 13F -720 shares

    0.05% of the 13F portfolio, value $13,774,424.

    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 32,573 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $22,153,344.

    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 32,606 shares
    Change vs previous 13F -4,007 shares

    0.09% of the 13F portfolio, value $22,270,516.

    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 36,613 shares
    Change vs previous 13F +5,632 shares

    0.15% of the 13F portfolio, value $28,837,998.

    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 30,981 shares
    Change vs previous 13F +1,349 shares

    0.11% of the 13F portfolio, value $19,022,229.

    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 29,632 shares
    Change vs previous 13F +2,662 shares

    0.12% of the 13F portfolio, value $18,624,082.

    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 26,970 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $16,748,921.

    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).