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Lido Advisors, LLC: SPLV position timeline

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

Lido Advisors, LLC held 152,649 SPLV 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 152,649 shares
    Change vs previous 13F -34,157 shares

    0.04% of the 13F portfolio, value $11,433,481.

    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 186,806 shares
    Change vs previous 13F -44,843 shares

    0.05% of the 13F portfolio, value $13,663,051.

    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 231,649 shares
    Change vs previous 13F +77 shares

    0.07% of the 13F portfolio, value $17,003,576.

    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 231,572 shares
    Change vs previous 13F +3,402 shares

    0.07% of the 13F portfolio, value $17,016,037.

    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 228,170 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $16,615,373.

    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 228,155 shares
    Change vs previous 13F -7,092 shares

    0.1% of the 13F portfolio, value $17,047,764.

    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 235,247 shares
    Change vs previous 13F -20,054 shares

    0.1% of the 13F portfolio, value $16,467,302.

    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 255,301 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $18,312,806.

    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).