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Lido Advisors, LLC: SCHB position timeline

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

Lido Advisors, LLC held 886,785 SCHB 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 886,785 shares
    Change vs previous 13F +40,391 shares

    0.09% of the 13F portfolio, value $25,681,338.

    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 846,394 shares
    Change vs previous 13F +47,425 shares

    0.08% of the 13F portfolio, value $21,244,534.

    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 798,969 shares
    Change vs previous 13F +4,237 shares

    0.08% of the 13F portfolio, value $20,767,356.

    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 794,732 shares
    Change vs previous 13F +3,756 shares

    0.08% of the 13F portfolio, value $20,432,593.

    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 790,976 shares
    Change vs previous 13F +30,797 shares

    0.1% of the 13F portfolio, value $18,848,979.

    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 760,179 shares
    Change vs previous 13F -33,690 shares

    0.1% of the 13F portfolio, value $16,366,675.

    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 793,869 shares
    Change vs previous 13F +637,818 shares

    0.11% of the 13F portfolio, value $18,020,831.

    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 156,051 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $10,380,573.

    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).