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Lido Advisors, LLC: PM position timeline

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

Lido Advisors, LLC held 123,240 PM 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 123,240 shares
    Change vs previous 13F +4,542 shares

    0.08% of the 13F portfolio, value $22,462,128.

    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 118,698 shares
    Change vs previous 13F -8,149 shares

    0.08% of the 13F portfolio, value $19,785,101.

    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 126,847 shares
    Change vs previous 13F +2,324 shares

    0.08% of the 13F portfolio, value $20,514,272.

    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 124,523 shares
    Change vs previous 13F +9,019 shares

    0.08% of the 13F portfolio, value $20,197,886.

    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 115,504 shares
    Change vs previous 13F +32,419 shares

    0.11% of the 13F portfolio, value $21,159,731.

    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 83,085 shares
    Change vs previous 13F +6,195 shares

    0.08% of the 13F portfolio, value $13,294,727.

    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 76,890 shares
    Change vs previous 13F +6,682 shares

    0.06% of the 13F portfolio, value $9,354,378.

    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 70,208 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,523,288.

    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).