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Lido Advisors, LLC: SAR position timeline

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

Lido Advisors, LLC held 181,518 SAR 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 181,518 shares
    Change vs previous 13F -17,620 shares

    0.01% of the 13F portfolio, value $4,049,661.

    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 199,138 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $4,355,144.

    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 199,138 shares
    Change vs previous 13F +1,265 shares

    0.02% of the 13F portfolio, value $4,855,300.

    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 197,873 shares
    Change vs previous 13F +11,620 shares

    0.02% of the 13F portfolio, value $4,826,122.

    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 186,253 shares
    Change vs previous 13F +56,125 shares

    0.02% of the 13F portfolio, value $4,619,074.

    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 130,128 shares
    Change vs previous 13F +35,147 shares

    0.02% of the 13F portfolio, value $3,296,142.

    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 94,981 shares
    Change vs previous 13F +23,089 shares

    0.01% of the 13F portfolio, value $2,271,946.

    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 71,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,667,175.

    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).