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Disclosery

Lido Advisors, LLC: SCHZ position timeline

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

Lido Advisors, LLC held 29,512 SCHZ 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 29,512 shares
    Change vs previous 13F -3,567 shares

    <0.01% of the 13F portfolio, value $682,627.

    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 33,079 shares
    Change vs previous 13F -1,645 shares

    <0.01% of the 13F portfolio, value $768,114.

    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 34,724 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $814,582.

    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 34,896 shares
    Change vs previous 13F +1,554 shares

    <0.01% of the 13F portfolio, value $819,019.

    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 33,342 shares
    Change vs previous 13F -1,362 shares

    <0.01% of the 13F portfolio, value $774,887.

    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 34,704 shares
    Change vs previous 13F -41,642 shares

    <0.01% of the 13F portfolio, value $803,751.

    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 76,346 shares
    Change vs previous 13F +55,540 shares

    0.01% of the 13F portfolio, value $1,733,050.

    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 20,806 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $988,721.

    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).