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Disclosery

Lido Advisors, LLC: UBS position timeline

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

Lido Advisors, LLC held 10,021 UBS 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 10,021 shares
    Change vs previous 13F +294 shares

    <0.01% of the 13F portfolio, value $496,676.

    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 9,727 shares
    Change vs previous 13F +1,142 shares

    <0.01% of the 13F portfolio, value $380,102.

    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 8,585 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $357,150.

    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 8,501 shares
    Change vs previous 13F -322 shares

    <0.01% of the 13F portfolio, value $348,577.

    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 8,823 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $298,423.

    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 9,043 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,001.

    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).