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Disclosery

Lido Advisors, LLC: SOFI position timeline

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

Lido Advisors, LLC held 95,751 SOFI 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 95,751 shares
    Change vs previous 13F -35,241 shares

    0.01% of the 13F portfolio, value $1,716,830.

    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 130,992 shares
    Change vs previous 13F +22,030 shares

    0.01% of the 13F portfolio, value $2,080,167.

    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 108,962 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $2,876,402.

    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 108,599 shares
    Change vs previous 13F +97,474 shares

    0.01% of the 13F portfolio, value $2,869,189.

    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 11,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,588.

    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).