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Lido Advisors, LLC: TER position timeline

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

Lido Advisors, LLC held 30,820 TER 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 30,820 shares
    Change vs previous 13F +308 shares

    0.05% of the 13F portfolio, value $14,911,778.

    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 30,512 shares
    Change vs previous 13F +3,992 shares

    0.04% of the 13F portfolio, value $9,046,231.

    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 26,520 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $4,989,172.

    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 26,450 shares
    Change vs previous 13F +6,266 shares

    0.01% of the 13F portfolio, value $3,640,859.

    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 20,184 shares
    Change vs previous 13F -1,556 shares

    0.01% of the 13F portfolio, value $1,815,015.

    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 21,740 shares
    Change vs previous 13F -4,637 shares

    0.01% of the 13F portfolio, value $1,795,769.

    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 26,377 shares
    Change vs previous 13F +3,057 shares

    0.02% of the 13F portfolio, value $3,321,449.

    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 23,320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,123,257.

    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).