Skip to content
Disclosery

Lido Advisors, LLC: UNH position timeline

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

Lido Advisors, LLC held 195,496 UNH 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 195,496 shares
    Change vs previous 13F +2,249 shares

    0.29% of the 13F portfolio, value $81,255,248.

    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 193,247 shares
    Change vs previous 13F -7,840 shares

    0.21% of the 13F portfolio, value $52,291,805.

    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 201,087 shares
    Change vs previous 13F +431 shares

    0.27% of the 13F portfolio, value $68,953,930.

    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 200,656 shares
    Change vs previous 13F +28,454 shares

    0.28% of the 13F portfolio, value $69,287,082.

    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 172,202 shares
    Change vs previous 13F +3,532 shares

    0.28% of the 13F portfolio, value $53,722,092.

    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 168,670 shares
    Change vs previous 13F +20,810 shares

    0.52% of the 13F portfolio, value $88,341,030.

    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 147,860 shares
    Change vs previous 13F +26,487 shares

    0.47% of the 13F portfolio, value $74,796,191.

    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 121,373 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $70,964,455.

    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).