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Lido Advisors, LLC: PSEP position timeline

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

Lido Advisors, LLC held 507,486 PSEP 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 507,486 shares
    Change vs previous 13F -2,359 shares

    0.08% of the 13F portfolio, value $23,369,730.

    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 509,845 shares
    Change vs previous 13F -43,275 shares

    0.09% of the 13F portfolio, value $21,953,926.

    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 553,120 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $24,178,286.

    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).