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Disclosery

Lido Advisors, LLC: SGOV position timeline

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

Lido Advisors, LLC held 370,237 SGOV 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 370,237 shares
    Change vs previous 13F +192,042 shares

    0.13% of the 13F portfolio, value $37,271,719.

    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 178,195 shares
    Change vs previous 13F -37,893 shares

    0.07% of the 13F portfolio, value $17,937,228.

    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 216,088 shares
    Change vs previous 13F +2,685 shares

    0.09% of the 13F portfolio, value $21,758,590.

    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 213,403 shares
    Change vs previous 13F +40,497 shares

    0.09% of the 13F portfolio, value $21,489,725.

    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 172,906 shares
    Change vs previous 13F +33,211 shares

    0.09% of the 13F portfolio, value $17,409,953.

    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 139,695 shares
    Change vs previous 13F +32,830 shares

    0.08% of the 13F portfolio, value $14,063,176.

    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 106,865 shares
    Change vs previous 13F +42,263 shares

    0.07% of the 13F portfolio, value $10,720,704.

    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 64,602 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,506,787.

    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).