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Lido Advisors, LLC: SSO position timeline

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

Lido Advisors, LLC held 118,600 SSO 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 118,600 shares
    Change vs previous 13F -20,825 shares

    0.03% of the 13F portfolio, value $7,991,319.

    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 139,425 shares
    Change vs previous 13F +62,232 shares

    0.03% of the 13F portfolio, value $7,233,376.

    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 77,193 shares
    Change vs previous 13F +2,505 shares

    0.03% of the 13F portfolio, value $8,384,118.

    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 74,688 shares
    Change vs previous 13F -9,373 shares

    0.03% of the 13F portfolio, value $8,374,824.

    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 84,061 shares
    Change vs previous 13F +272 shares

    0.04% of the 13F portfolio, value $8,231,751.

    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 83,789 shares
    Change vs previous 13F -1,031 shares

    0.04% of the 13F portfolio, value $6,949,981.

    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 84,820 shares
    Change vs previous 13F -1,098 shares

    0.05% of the 13F portfolio, value $7,846,663.

    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 85,918 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,747,287.

    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).