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Lido Advisors, LLC: PFFD position timeline

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

Lido Advisors, LLC held 1,726,148 PFFD 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 1,726,148 shares
    Change vs previous 13F +83,265 shares

    0.12% of the 13F portfolio, value $32,261,711.

    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 1,642,883 shares
    Change vs previous 13F +117,625 shares

    0.12% of the 13F portfolio, value $30,229,060.

    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 1,525,258 shares
    Change vs previous 13F -20,256 shares

    0.12% of the 13F portfolio, value $29,621,249.

    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 1,545,514 shares
    Change vs previous 13F +8,347 shares

    0.12% of the 13F portfolio, value $30,029,352.

    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 1,537,167 shares
    Change vs previous 13F +45,043 shares

    0.15% of the 13F portfolio, value $28,944,859.

    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 1,492,124 shares
    Change vs previous 13F +142,302 shares

    0.17% of the 13F portfolio, value $28,410,050.

    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 1,349,822 shares
    Change vs previous 13F +299,503 shares

    0.17% of the 13F portfolio, value $26,472,951.

    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 1,050,319 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $21,825,630.

    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).