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Lido Advisors, LLC: SMH position timeline

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

Lido Advisors, LLC held 27,384 SMH 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 27,384 shares
    Change vs previous 13F +1,569 shares

    0.06% of the 13F portfolio, value $17,961,494.

    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 25,815 shares
    Change vs previous 13F -30,895 shares

    0.04% of the 13F portfolio, value $9,897,638.

    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 56,710 shares
    Change vs previous 13F +282 shares

    0.07% of the 13F portfolio, value $18,642,314.

    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 56,428 shares
    Change vs previous 13F -2,756 shares

    0.08% of the 13F portfolio, value $18,415,939.

    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 59,184 shares
    Change vs previous 13F +426 shares

    0.09% of the 13F portfolio, value $16,505,408.

    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 58,758 shares
    Change vs previous 13F +4,184 shares

    0.07% of the 13F portfolio, value $12,425,579.

    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 54,574 shares
    Change vs previous 13F -4,052 shares

    0.08% of the 13F portfolio, value $13,216,200.

    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 58,626 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $14,389,775.

    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).