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Disclosery

Lido Advisors, LLC: PR position timeline

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

Lido Advisors, LLC held 220,064 PR 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 220,064 shares
    Change vs previous 13F -297,130 shares

    0.01% of the 13F portfolio, value $4,051,383.

    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 517,194 shares
    Change vs previous 13F -318,628 shares

    0.04% of the 13F portfolio, value $11,026,599.

    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 835,822 shares
    Change vs previous 13F +234 shares

    0.04% of the 13F portfolio, value $10,700,822.

    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 835,588 shares
    Change vs previous 13F -224,266 shares

    0.04% of the 13F portfolio, value $10,695,541.

    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 1,059,854 shares
    Change vs previous 13F -302,111 shares

    0.08% of the 13F portfolio, value $14,435,220.

    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 1,361,965 shares
    Change vs previous 13F +602,721 shares

    0.11% of the 13F portfolio, value $18,863,224.

    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 759,244 shares
    Change vs previous 13F -147,238 shares

    0.07% of the 13F portfolio, value $10,917,929.

    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 906,482 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $12,337,220.

    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).