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Disclosery

Lido Advisors, LLC: SPGI position timeline

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

Lido Advisors, LLC held 25,569 SPGI 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 25,569 shares
    Change vs previous 13F -271 shares

    0.04% of the 13F portfolio, value $10,417,292.

    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 25,840 shares
    Change vs previous 13F -2,587 shares

    0.04% of the 13F portfolio, value $10,995,776.

    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 28,427 shares
    Change vs previous 13F -57 shares

    0.06% of the 13F portfolio, value $14,193,427.

    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 28,484 shares
    Change vs previous 13F +8,867 shares

    0.06% of the 13F portfolio, value $13,869,330.

    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 19,617 shares
    Change vs previous 13F +1,738 shares

    0.05% of the 13F portfolio, value $10,344,163.

    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 17,879 shares
    Change vs previous 13F +5,006 shares

    0.05% of the 13F portfolio, value $9,084,744.

    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 12,873 shares
    Change vs previous 13F +1,178 shares

    0.04% of the 13F portfolio, value $6,411,204.

    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 11,695 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,042,093.

    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).