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Disclosery

Lido Advisors, LLC: TROW position timeline

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

Lido Advisors, LLC held 9,647 TROW 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 9,647 shares
    Change vs previous 13F +2,787 shares

    <0.01% of the 13F portfolio, value $1,096,722.

    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 6,860 shares
    Change vs previous 13F +1,136 shares

    <0.01% of the 13F portfolio, value $618,547.

    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 5,724 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $587,615.

    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 5,732 shares
    Change vs previous 13F +513 shares

    <0.01% of the 13F portfolio, value $588,464.

    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 5,219 shares
    Change vs previous 13F -3,416 shares

    <0.01% of the 13F portfolio, value $503,714.

    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 8,635 shares
    Change vs previous 13F -2,450 shares

    <0.01% of the 13F portfolio, value $793,343.

    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 11,085 shares
    Change vs previous 13F +1,150 shares

    0.01% of the 13F portfolio, value $1,253,642.

    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 9,935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,082,325.

    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).