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Lido Advisors, LLC: PFE position timeline

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

Lido Advisors, LLC held 421,273 PFE 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 421,273 shares
    Change vs previous 13F +113,140 shares

    0.04% of the 13F portfolio, value $10,144,331.

    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 308,133 shares
    Change vs previous 13F -141,542 shares

    0.03% of the 13F portfolio, value $8,652,422.

    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 449,675 shares
    Change vs previous 13F +6,759 shares

    0.04% of the 13F portfolio, value $11,381,147.

    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 442,916 shares
    Change vs previous 13F +165,753 shares

    0.05% of the 13F portfolio, value $11,285,561.

    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 277,163 shares
    Change vs previous 13F -99,954 shares

    0.04% of the 13F portfolio, value $6,718,456.

    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 377,117 shares
    Change vs previous 13F +41,693 shares

    0.06% of the 13F portfolio, value $9,556,145.

    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 335,424 shares
    Change vs previous 13F -15,565 shares

    0.06% of the 13F portfolio, value $8,898,788.

    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 350,989 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $10,157,627.

    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).