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Lido Advisors, LLC: PEP position timeline

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

Lido Advisors, LLC held 212,417 PEP 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 212,417 shares
    Change vs previous 13F +40,900 shares

    0.1% of the 13F portfolio, value $28,761,864.

    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 171,517 shares
    Change vs previous 13F +39,507 shares

    0.1% of the 13F portfolio, value $26,635,507.

    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 132,010 shares
    Change vs previous 13F +1,066 shares

    0.07% of the 13F portfolio, value $18,642,967.

    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 130,944 shares
    Change vs previous 13F +31,223 shares

    0.08% of the 13F portfolio, value $18,390,060.

    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 99,721 shares
    Change vs previous 13F +4,117 shares

    0.07% of the 13F portfolio, value $13,167,285.

    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 95,604 shares
    Change vs previous 13F +6,825 shares

    0.08% of the 13F portfolio, value $14,334,954.

    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 88,779 shares
    Change vs previous 13F +5,819 shares

    0.09% of the 13F portfolio, value $13,600,637.

    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 82,960 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $14,107,354.

    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).