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Lido Advisors, LLC: MSFT position timeline

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

Lido Advisors, LLC held 2,004,948 MSFT 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 2,004,948 shares
    Change vs previous 13F +87,946 shares

    2.67% of the 13F portfolio, value $747,891,960.

    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 1,917,002 shares
    Change vs previous 13F +64,348 shares

    2.78% of the 13F portfolio, value $709,622,957.

    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 1,852,654 shares
    Change vs previous 13F +12,800 shares

    3.74% of the 13F portfolio, value $948,735,728.

    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 1,839,854 shares
    Change vs previous 13F +388,859 shares

    3.91% of the 13F portfolio, value $952,960,474.

    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 1,450,995 shares
    Change vs previous 13F +150,796 shares

    3.79% of the 13F portfolio, value $721,740,480.

    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 1,300,199 shares
    Change vs previous 13F +206,445 shares

    2.88% of the 13F portfolio, value $488,082,497.

    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 1,093,754 shares
    Change vs previous 13F +105,188 shares

    2.88% of the 13F portfolio, value $461,017,021.

    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 988,566 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $425,380,502.

    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).