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Lido Advisors, LLC: LADR position timeline

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

Lido Advisors, LLC held 331,674 LADR 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 331,674 shares
    Change vs previous 13F -105,763 shares

    0.01% of the 13F portfolio, value $3,376,443.

    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 437,437 shares
    Change vs previous 13F -1,149 shares

    0.02% of the 13F portfolio, value $4,374,371.

    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 438,586 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $4,885,849.

    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 438,586 shares
    Change vs previous 13F +13,855 shares

    0.02% of the 13F portfolio, value $4,885,849.

    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 424,731 shares
    Change vs previous 13F +32,830 shares

    0.02% of the 13F portfolio, value $4,663,547.

    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 391,901 shares
    Change vs previous 13F +37,498 shares

    0.03% of the 13F portfolio, value $4,561,728.

    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 354,403 shares
    Change vs previous 13F +34,138 shares

    0.03% of the 13F portfolio, value $4,047,283.

    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 320,265 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,715,074.

    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).