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Lido Advisors, LLC: JEPQ position timeline

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

Lido Advisors, LLC held 41,155 JEPQ 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 41,155 shares
    Change vs previous 13F +7,721 shares

    0.01% of the 13F portfolio, value $2,529,402.

    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 33,434 shares
    Change vs previous 13F -1,280 shares

    0.01% of the 13F portfolio, value $1,856,301.

    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 34,714 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $1,996,888.

    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 34,585 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $1,989,374.

    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 34,588 shares
    Change vs previous 13F +6,669 shares

    0.01% of the 13F portfolio, value $1,881,635.

    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 27,919 shares
    Change vs previous 13F +4,462 shares

    0.01% of the 13F portfolio, value $1,445,664.

    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 23,457 shares
    Change vs previous 13F +14,898 shares

    0.01% of the 13F portfolio, value $1,328,134.

    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 8,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $470,168.

    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).