Skip to content
Disclosery

Lido Advisors, LLC: JBTM position timeline

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

Lido Advisors, LLC held 5,583 JBTM 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 5,583 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $809,602.

    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 5,563 shares
    Change vs previous 13F +2,541 shares

    <0.01% of the 13F portfolio, value $711,385.

    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 3,022 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $432,117.

    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 2,903 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $407,759.

    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 2,558 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $307,652.

    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 2,672 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $326,538.

    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 2,895 shares
    Change vs previous 13F +729 shares

    <0.01% of the 13F portfolio, value $367,969.

    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 2,166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,380.

    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).