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Lido Advisors, LLC: SCHO position timeline

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

Lido Advisors, LLC held 111,937 SCHO 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 111,937 shares
    Change vs previous 13F +8,448 shares

    0.01% of the 13F portfolio, value $2,702,165.

    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 103,489 shares
    Change vs previous 13F -81,036 shares

    0.01% of the 13F portfolio, value $2,511,691.

    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 184,525 shares
    Change vs previous 13F +13,457 shares

    0.02% of the 13F portfolio, value $4,499,336.

    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 171,068 shares
    Change vs previous 13F +94,056 shares

    0.02% of the 13F portfolio, value $4,174,082.

    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 77,012 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $1,877,574.

    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 76,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,870,226.

    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).