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Lido Advisors, LLC: SHOP position timeline

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

Lido Advisors, LLC held 86,291 SHOP 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 86,291 shares
    Change vs previous 13F -5,338 shares

    0.04% of the 13F portfolio, value $9,852,791.

    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 91,629 shares
    Change vs previous 13F -25,872 shares

    0.04% of the 13F portfolio, value $10,869,243.

    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 117,501 shares
    Change vs previous 13F +4,914 shares

    0.07% of the 13F portfolio, value $18,099,537.

    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 112,587 shares
    Change vs previous 13F +37,456 shares

    0.07% of the 13F portfolio, value $16,731,728.

    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 75,131 shares
    Change vs previous 13F +29,182 shares

    0.05% of the 13F portfolio, value $8,666,382.

    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 45,949 shares
    Change vs previous 13F +20,723 shares

    0.03% of the 13F portfolio, value $4,387,291.

    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 25,226 shares
    Change vs previous 13F +2,779 shares

    0.02% of the 13F portfolio, value $2,682,234.

    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 22,447 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,798,979.

    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).