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Lido Advisors, LLC: MTUM position timeline

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

Lido Advisors, LLC held 104,732 MTUM 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 104,732 shares
    Change vs previous 13F -50,492 shares

    0.13% of the 13F portfolio, value $35,905,651.

    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 155,224 shares
    Change vs previous 13F +2,157 shares

    0.15% of the 13F portfolio, value $37,252,619.

    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 153,067 shares
    Change vs previous 13F -554 shares

    0.15% of the 13F portfolio, value $39,253,084.

    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 153,621 shares
    Change vs previous 13F +61,915 shares

    0.16% of the 13F portfolio, value $39,396,432.

    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 91,706 shares
    Change vs previous 13F -6,398 shares

    0.12% of the 13F portfolio, value $22,038,963.

    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 98,104 shares
    Change vs previous 13F +58,087 shares

    0.12% of the 13F portfolio, value $19,829,960.

    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 40,017 shares
    Change vs previous 13F -4,341 shares

    0.05% of the 13F portfolio, value $8,279,669.

    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 44,358 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,994,212.

    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).