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Lido Advisors, LLC: SIZE position timeline

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

Lido Advisors, LLC held 109,018 SIZE 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 109,018 shares
    Change vs previous 13F +5,328 shares

    0.07% of the 13F portfolio, value $19,435,945.

    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 103,690 shares
    Change vs previous 13F -6,224 shares

    0.06% of the 13F portfolio, value $16,534,583.

    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 109,914 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $17,672,138.

    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 109,912 shares
    Change vs previous 13F +95,096 shares

    0.07% of the 13F portfolio, value $17,671,948.

    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 14,816 shares
    Change vs previous 13F -4,215 shares

    0.01% of the 13F portfolio, value $2,289,811.

    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 19,031 shares
    Change vs previous 13F +1,704 shares

    0.02% of the 13F portfolio, value $2,767,897.

    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 17,327 shares
    Change vs previous 13F -2,410 shares

    0.02% of the 13F portfolio, value $2,573,044.

    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 19,737 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,936,747.

    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).