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Lido Advisors, LLC: QUAL position timeline

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

Lido Advisors, LLC held 138,778 QUAL 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 138,778 shares
    Change vs previous 13F +4,042 shares

    0.11% of the 13F portfolio, value $30,452,309.

    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 134,736 shares
    Change vs previous 13F +19,327 shares

    0.1% of the 13F portfolio, value $25,844,451.

    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 115,409 shares
    Change vs previous 13F +1,071 shares

    0.09% of the 13F portfolio, value $22,452,841.

    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 114,338 shares
    Change vs previous 13F +77,625 shares

    0.09% of the 13F portfolio, value $22,238,816.

    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 36,713 shares
    Change vs previous 13F -2,798 shares

    0.04% of the 13F portfolio, value $6,711,882.

    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 39,511 shares
    Change vs previous 13F -1,303 shares

    0.04% of the 13F portfolio, value $6,752,181.

    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 40,814 shares
    Change vs previous 13F -366 shares

    0.05% of the 13F portfolio, value $7,268,144.

    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 41,180 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,383,653.

    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).