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Lido Advisors, LLC: SPTM position timeline

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

Lido Advisors, LLC held 154,171 SPTM 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 154,171 shares
    Change vs previous 13F +659 shares

    0.05% of the 13F portfolio, value $13,997,233.

    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 153,512 shares
    Change vs previous 13F +18,553 shares

    0.05% of the 13F portfolio, value $12,136,760.

    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 134,959 shares
    Change vs previous 13F +2,075 shares

    0.04% of the 13F portfolio, value $11,079,743.

    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 132,884 shares
    Change vs previous 13F +107,903 shares

    0.04% of the 13F portfolio, value $10,717,223.

    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 24,981 shares
    Change vs previous 13F +7,508 shares

    0.01% of the 13F portfolio, value $1,870,892.

    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 17,473 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $1,188,356.

    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 17,416 shares
    Change vs previous 13F +2,432 shares

    0.01% of the 13F portfolio, value $1,243,999.

    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 14,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,049,844.

    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).