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Disclosery

Lido Advisors, LLC: SHV position timeline

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

Lido Advisors, LLC held 54,296 SHV 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 54,296 shares
    Change vs previous 13F +2,121 shares

    0.02% of the 13F portfolio, value $5,991,721.

    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 52,175 shares
    Change vs previous 13F +5,835 shares

    0.02% of the 13F portfolio, value $5,759,828.

    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 46,340 shares
    Change vs previous 13F +15,071 shares

    0.02% of the 13F portfolio, value $5,105,545.

    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 31,269 shares
    Change vs previous 13F +767 shares

    0.01% of the 13F portfolio, value $3,454,978.

    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 30,502 shares
    Change vs previous 13F +26,524 shares

    0.02% of the 13F portfolio, value $3,368,099.

    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 3,978 shares
    Change vs previous 13F +767 shares

    <0.01% of the 13F portfolio, value $439,467.

    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 3,211 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $353,571.

    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 3,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $370,372.

    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).