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Lido Advisors, LLC: SRE position timeline

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

Lido Advisors, LLC held 23,947 SRE 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 23,947 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $2,234,481.

    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 24,193 shares
    Change vs previous 13F +3,666 shares

    0.01% of the 13F portfolio, value $2,364,338.

    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 20,527 shares
    Change vs previous 13F +1,353 shares

    0.01% of the 13F portfolio, value $1,841,946.

    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 19,174 shares
    Change vs previous 13F +2,231 shares

    0.01% of the 13F portfolio, value $1,725,365.

    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 16,943 shares
    Change vs previous 13F -83,864 shares

    0.01% of the 13F portfolio, value $1,294,726.

    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 100,807 shares
    Change vs previous 13F -1,483 shares

    0.04% of the 13F portfolio, value $7,257,282.

    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 102,290 shares
    Change vs previous 13F +86,958 shares

    0.06% of the 13F portfolio, value $9,035,667.

    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 15,332 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,282,262.

    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).