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Disclosery

Lido Advisors, LLC: PDI position timeline

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

Lido Advisors, LLC held 76,245 PDI 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 76,245 shares
    Change vs previous 13F +27,235 shares

    <0.01% of the 13F portfolio, value $1,287,402.

    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 49,010 shares
    Change vs previous 13F +4,587 shares

    <0.01% of the 13F portfolio, value $847,292.

    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 44,423 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $883,179.

    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 44,331 shares
    Change vs previous 13F +2,149 shares

    <0.01% of the 13F portfolio, value $886,955.

    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 42,182 shares
    Change vs previous 13F -100,399 shares

    <0.01% of the 13F portfolio, value $808,946.

    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 142,581 shares
    Change vs previous 13F +98,879 shares

    0.02% of the 13F portfolio, value $2,832,450.

    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 43,702 shares
    Change vs previous 13F +762 shares

    0.01% of the 13F portfolio, value $810,731.

    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 42,940 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $870,400.

    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).