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Disclosery

Lido Advisors, LLC: SPY position timeline

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

Lido Advisors, LLC held 4,174,930 SPY 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 4,174,930 shares
    Change vs previous 13F -161,292 shares

    11.16% of the 13F portfolio, value $3,125,025,699.

    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 4,336,222 shares
    Change vs previous 13F +887,790 shares

    11.09% of the 13F portfolio, value $2,827,304,113.

    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 3,448,432 shares
    Change vs previous 13F +117,542 shares

    9.09% of the 13F portfolio, value $2,309,695,194.

    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 3,330,890 shares
    Change vs previous 13F +299,410 shares

    9.12% of the 13F portfolio, value $2,224,567,380.

    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 3,031,480 shares
    Change vs previous 13F -3,399,575 shares

    9.86% of the 13F portfolio, value $1,877,967,654.

    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 6,431,055 shares
    Change vs previous 13F +3,723,777 shares

    9.27% of the 13F portfolio, value $1,572,329,187.

    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 2,707,278 shares
    Change vs previous 13F +589,207 shares

    9.95% of the 13F portfolio, value $1,591,723,234.

    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 2,118,071 shares
    Change vs previous 13F not available

    9.12% of the 13F portfolio, value $1,215,264,986.

    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).