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Lido Advisors, LLC: SAN position timeline

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

Lido Advisors, LLC held 138,071 SAN 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 138,071 shares
    Change vs previous 13F +27,684 shares

    0.01% of the 13F portfolio, value $1,905,394.

    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 110,387 shares
    Change vs previous 13F +68,378 shares

    <0.01% of the 13F portfolio, value $1,245,193.

    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 42,009 shares
    Change vs previous 13F +2,252 shares

    <0.01% of the 13F portfolio, value $449,557.

    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 39,757 shares
    Change vs previous 13F +8,834 shares

    <0.01% of the 13F portfolio, value $416,672.

    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 30,923 shares
    Change vs previous 13F -882 shares

    <0.01% of the 13F portfolio, value $256,662.

    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 31,805 shares
    Change vs previous 13F -4,894 shares

    <0.01% of the 13F portfolio, value $213,099.

    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 36,699 shares
    Change vs previous 13F +3,234 shares

    <0.01% of the 13F portfolio, value $167,350.

    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 33,465 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,672.

    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).