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Disclosery

Lido Advisors, LLC: PFG position timeline

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

Lido Advisors, LLC held 9,793 PFG 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 9,793 shares
    Change vs previous 13F +3,129 shares

    <0.01% of the 13F portfolio, value $1,055,622.

    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 6,664 shares
    Change vs previous 13F +863 shares

    <0.01% of the 13F portfolio, value $600,672.

    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 5,801 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $482,539.

    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 5,629 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $466,773.

    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 5,277 shares
    Change vs previous 13F +478 shares

    <0.01% of the 13F portfolio, value $419,171.

    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 4,799 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $404,959.

    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 5,165 shares
    Change vs previous 13F -433 shares

    <0.01% of the 13F portfolio, value $399,802.

    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 5,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,943.

    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).