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Lido Advisors, LLC: TOTL position timeline

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

Lido Advisors, LLC held 65,135 TOTL 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 65,135 shares
    Change vs previous 13F +20,288 shares

    0.01% of the 13F portfolio, value $2,570,933.

    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 44,847 shares
    Change vs previous 13F -37,318 shares

    0.01% of the 13F portfolio, value $1,781,785.

    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 82,165 shares
    Change vs previous 13F +4,813 shares

    0.01% of the 13F portfolio, value $3,319,640.

    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 77,352 shares
    Change vs previous 13F +40,516 shares

    0.01% of the 13F portfolio, value $3,138,222.

    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 36,836 shares
    Change vs previous 13F +4,111 shares

    0.01% of the 13F portfolio, value $1,477,512.

    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 32,725 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,318,512.

    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).