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Disclosery

Lido Advisors, LLC: PFXF position timeline

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

Lido Advisors, LLC held 111,320 PFXF 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 111,320 shares
    Change vs previous 13F -2,903 shares

    0.01% of the 13F portfolio, value $1,985,964.

    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 114,223 shares
    Change vs previous 13F +25,476 shares

    0.01% of the 13F portfolio, value $2,003,475.

    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 ended2024-09-30
    13F 88,747 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,620,535.

    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).