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Lido Advisors, LLC: JAAA position timeline

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

Lido Advisors, LLC held 112,064 JAAA 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 112,064 shares
    Change vs previous 13F -32,278 shares

    0.02% of the 13F portfolio, value $5,663,745.

    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 144,342 shares
    Change vs previous 13F +2,626 shares

    0.03% of the 13F portfolio, value $7,275,352.

    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 141,716 shares
    Change vs previous 13F +60,166 shares

    0.03% of the 13F portfolio, value $7,172,520.

    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 81,550 shares
    Change vs previous 13F +8,388 shares

    0.02% of the 13F portfolio, value $4,141,130.

    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 73,162 shares
    Change vs previous 13F +35,738 shares

    0.02% of the 13F portfolio, value $3,713,007.

    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 37,424 shares
    Change vs previous 13F +2,144 shares

    0.01% of the 13F portfolio, value $1,897,799.

    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 35,280 shares
    Change vs previous 13F +4,026 shares

    0.01% of the 13F portfolio, value $1,789,059.

    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 31,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,590,250.

    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).