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Disclosery

Lido Advisors, LLC: TAK position timeline

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

Lido Advisors, LLC held 23,560 TAK 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 23,560 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $384,906.

    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 22,886 shares
    Change vs previous 13F -4,828 shares

    <0.01% of the 13F portfolio, value $423,858.

    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 27,714 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $406,045.

    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 27,714 shares
    Change vs previous 13F +1,166 shares

    <0.01% of the 13F portfolio, value $405,749.

    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 26,548 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $419,462.

    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 26,593 shares
    Change vs previous 13F -894 shares

    <0.01% of the 13F portfolio, value $395,439.

    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 27,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,934.

    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).