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Lido Advisors, LLC: SCHV position timeline

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

Lido Advisors, LLC held 100,406 SCHV 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 100,406 shares
    Change vs previous 13F -5,399 shares

    0.01% of the 13F portfolio, value $3,495,195.

    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 105,805 shares
    Change vs previous 13F -7,515 shares

    0.01% of the 13F portfolio, value $3,227,089.

    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 113,320 shares
    Change vs previous 13F +14,871 shares

    0.01% of the 13F portfolio, value $3,321,348.

    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 98,449 shares
    Change vs previous 13F +6,437 shares

    0.01% of the 13F portfolio, value $2,865,882.

    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 92,012 shares
    Change vs previous 13F -1,619 shares

    0.01% of the 13F portfolio, value $2,545,984.

    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 93,631 shares
    Change vs previous 13F -2,775 shares

    0.01% of the 13F portfolio, value $2,488,720.

    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 96,406 shares
    Change vs previous 13F +72,564 shares

    0.02% of the 13F portfolio, value $2,513,304.

    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 23,842 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,916,246.

    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).