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Lido Advisors, LLC: SDY position timeline

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

Lido Advisors, LLC held 61,316 SDY 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 61,316 shares
    Change vs previous 13F +9,881 shares

    0.03% of the 13F portfolio, value $9,331,333.

    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 51,435 shares
    Change vs previous 13F +8,484 shares

    0.03% of the 13F portfolio, value $7,506,497.

    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 42,951 shares
    Change vs previous 13F +1,547 shares

    0.02% of the 13F portfolio, value $6,013,594.

    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 41,404 shares
    Change vs previous 13F +3,115 shares

    0.02% of the 13F portfolio, value $5,798,795.

    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 38,289 shares
    Change vs previous 13F +4,368 shares

    0.03% of the 13F portfolio, value $5,197,030.

    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 33,921 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $4,602,447.

    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 34,171 shares
    Change vs previous 13F -7,185 shares

    0.03% of the 13F portfolio, value $4,513,967.

    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 41,356 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,874,215.

    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).