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Disclosery

Lido Advisors, LLC: LPLA position timeline

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

Lido Advisors, LLC held 1,154 LPLA 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 1,154 shares
    Change vs previous 13F -1,454 shares

    <0.01% of the 13F portfolio, value $325,149.

    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 2,608 shares
    Change vs previous 13F +679 shares

    <0.01% of the 13F portfolio, value $785,123.

    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 1,929 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $646,352.

    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 1,845 shares
    Change vs previous 13F -639 shares

    <0.01% of the 13F portfolio, value $614,171.

    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 2,484 shares
    Change vs previous 13F +710 shares

    <0.01% of the 13F portfolio, value $931,734.

    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 1,774 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $580,568.

    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 1,739 shares
    Change vs previous 13F +219 shares

    <0.01% of the 13F portfolio, value $567,956.

    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 1,520 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,670.

    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).