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Disclosery

Lido Advisors, LLC: SOXX position timeline

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

Lido Advisors, LLC held 14,817 SOXX 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 14,817 shares
    Change vs previous 13F -2,616 shares

    0.03% of the 13F portfolio, value $9,494,237.

    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 17,433 shares
    Change vs previous 13F -7,201 shares

    0.02% of the 13F portfolio, value $5,729,557.

    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 24,634 shares
    Change vs previous 13F +568 shares

    0.03% of the 13F portfolio, value $6,878,461.

    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 24,066 shares
    Change vs previous 13F +5,989 shares

    0.03% of the 13F portfolio, value $6,525,169.

    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 18,077 shares
    Change vs previous 13F +263 shares

    0.02% of the 13F portfolio, value $4,315,192.

    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 17,814 shares
    Change vs previous 13F +3,778 shares

    0.02% of the 13F portfolio, value $3,352,141.

    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 14,036 shares
    Change vs previous 13F -492 shares

    0.02% of the 13F portfolio, value $3,024,710.

    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 14,528 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,350,109.

    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).