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Lido Advisors, LLC: LQD position timeline

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

Lido Advisors, LLC held 9,661 LQD 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 9,661 shares
    Change vs previous 13F -2,792 shares

    <0.01% of the 13F portfolio, value $1,053,789.

    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 12,453 shares
    Change vs previous 13F -27,900 shares

    0.01% of the 13F portfolio, value $1,357,361.

    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 40,353 shares
    Change vs previous 13F +29,054 shares

    0.02% of the 13F portfolio, value $4,459,879.

    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 11,299 shares
    Change vs previous 13F +2,578 shares

    0.01% of the 13F portfolio, value $1,259,633.

    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 8,721 shares
    Change vs previous 13F -652 shares

    0.01% of the 13F portfolio, value $955,918.

    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 9,373 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $1,018,755.

    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 10,665 shares
    Change vs previous 13F -3,228 shares

    0.01% of the 13F portfolio, value $1,139,429.

    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 13,893 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,569,724.

    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).