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Disclosery

Lido Advisors, LLC: SMFG position timeline

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

Lido Advisors, LLC held 34,708 SMFG 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 34,708 shares
    Change vs previous 13F +1,701 shares

    <0.01% of the 13F portfolio, value $828,052.

    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 33,007 shares
    Change vs previous 13F +7,345 shares

    <0.01% of the 13F portfolio, value $651,903.

    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 25,662 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $441,106.

    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 25,521 shares
    Change vs previous 13F +6,518 shares

    <0.01% of the 13F portfolio, value $427,238.

    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 19,003 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $291,395.

    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 19,038 shares
    Change vs previous 13F +468 shares

    <0.01% of the 13F portfolio, value $294,335.

    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 18,570 shares
    Change vs previous 13F +1,480 shares

    <0.01% of the 13F portfolio, value $269,082.

    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 17,090 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,851.

    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).