Skip to content
Disclosery

Lido Advisors, LLC: SHY position timeline

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

Lido Advisors, LLC held 814,969 SHY 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 814,969 shares
    Change vs previous 13F -114,841 shares

    0.24% of the 13F portfolio, value $66,917,171.

    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 929,810 shares
    Change vs previous 13F +59,007 shares

    0.3% of the 13F portfolio, value $76,774,519.

    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 870,803 shares
    Change vs previous 13F +12,221 shares

    0.28% of the 13F portfolio, value $72,236,946.

    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 858,582 shares
    Change vs previous 13F -235,028 shares

    0.29% of the 13F portfolio, value $71,228,007.

    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 1,093,610 shares
    Change vs previous 13F +446,266 shares

    0.48% of the 13F portfolio, value $90,616,561.

    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 647,344 shares
    Change vs previous 13F +346,733 shares

    0.32% of the 13F portfolio, value $53,554,771.

    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 300,611 shares
    Change vs previous 13F +33,548 shares

    0.15% of the 13F portfolio, value $24,644,088.

    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 267,063 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $22,206,364.

    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).