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Disclosery

Lido Advisors, LLC: IP position timeline

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

Lido Advisors, LLC held 43,397 IP 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 43,397 shares
    Change vs previous 13F +7,141 shares

    0.01% of the 13F portfolio, value $1,653,461.

    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 36,256 shares
    Change vs previous 13F -6,082 shares

    0.01% of the 13F portfolio, value $1,294,440.

    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 42,338 shares
    Change vs previous 13F -5,542 shares

    0.01% of the 13F portfolio, value $1,752,787.

    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 47,880 shares
    Change vs previous 13F -375 shares

    0.01% of the 13F portfolio, value $2,221,654.

    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 48,255 shares
    Change vs previous 13F -4,850 shares

    0.01% of the 13F portfolio, value $2,259,793.

    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 53,105 shares
    Change vs previous 13F +2,178 shares

    0.02% of the 13F portfolio, value $2,833,168.

    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 50,927 shares
    Change vs previous 13F +2,197 shares

    0.02% of the 13F portfolio, value $2,740,879.

    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 48,730 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,380,499.

    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).