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Lido Advisors, LLC: PH position timeline

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

Lido Advisors, LLC held 10,698 PH 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 10,698 shares
    Change vs previous 13F +802 shares

    0.04% of the 13F portfolio, value $10,464,943.

    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 9,896 shares
    Change vs previous 13F +1,030 shares

    0.03% of the 13F portfolio, value $8,860,997.

    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 8,866 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $6,798,843.

    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 8,735 shares
    Change vs previous 13F +594 shares

    0.03% of the 13F portfolio, value $6,623,088.

    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 8,141 shares
    Change vs previous 13F +1,530 shares

    0.03% of the 13F portfolio, value $5,686,811.

    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 6,611 shares
    Change vs previous 13F +329 shares

    0.02% of the 13F portfolio, value $4,018,623.

    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 6,282 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $3,995,825.

    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 6,041 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,817,270.

    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).