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Lido Advisors, LLC: TFC position timeline

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

Lido Advisors, LLC held 38,217 TFC 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 38,217 shares
    Change vs previous 13F -720 shares

    0.01% of the 13F portfolio, value $1,846,711.

    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 38,937 shares
    Change vs previous 13F -6,251 shares

    0.01% of the 13F portfolio, value $1,790,075.

    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 45,188 shares
    Change vs previous 13F +864 shares

    0.01% of the 13F portfolio, value $2,097,827.

    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 44,324 shares
    Change vs previous 13F +37,494 shares

    0.01% of the 13F portfolio, value $2,026,509.

    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 6,830 shares
    Change vs previous 13F -95,659 shares

    <0.01% of the 13F portfolio, value $293,622.

    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 102,489 shares
    Change vs previous 13F +44,658 shares

    0.02% of the 13F portfolio, value $4,217,438.

    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 57,831 shares
    Change vs previous 13F +14,256 shares

    0.02% of the 13F portfolio, value $2,508,685.

    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 43,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,863,733.

    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).