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Lido Advisors, LLC: JEPI position timeline

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

Lido Advisors, LLC held 503,990 JEPI 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 503,990 shares
    Change vs previous 13F +40,538 shares

    0.1% of the 13F portfolio, value $28,465,435.

    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 463,452 shares
    Change vs previous 13F +60,270 shares

    0.1% of the 13F portfolio, value $26,268,475.

    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 403,182 shares
    Change vs previous 13F +8,242 shares

    0.09% of the 13F portfolio, value $23,031,632.

    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 394,940 shares
    Change vs previous 13F +106,359 shares

    0.09% of the 13F portfolio, value $22,551,092.

    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 288,581 shares
    Change vs previous 13F +242,589 shares

    0.09% of the 13F portfolio, value $16,405,892.

    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 45,992 shares
    Change vs previous 13F +3,489 shares

    0.02% of the 13F portfolio, value $2,627,988.

    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 42,503 shares
    Change vs previous 13F +8,137 shares

    0.02% of the 13F portfolio, value $2,461,959.

    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 34,366 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,045,129.

    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).