Lido Advisors, LLC: OBDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on OBDC, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 367,950 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 367,950 sharesChange vs previous 13F -3,408 shares
0.01% of the 13F portfolio, value $4,105,243.
13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 371,358 sharesChange vs previous 13F -160,871 shares
0.02% of the 13F portfolio, value $4,238,584.
13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 532,229 sharesChange vs previous 13F -3,435 shares
0.03% of the 13F portfolio, value $6,924,691.
13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 535,664 sharesChange vs previous 13F +91,429 shares
0.03% of the 13F portfolio, value $7,032,707.
13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 444,235 sharesChange vs previous 13F +250,927 shares
0.03% of the 13F portfolio, value $6,525,096.
13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 193,308 sharesChange vs previous 13F +6,173 shares
0.02% of the 13F portfolio, value $2,896,174.
13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 187,135 sharesChange vs previous 13F +5,279 shares
0.02% of the 13F portfolio, value $2,889,411.
13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 181,856 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,649,653.
13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).