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Disclosery

Lido Advisors, LLC: UPBD position timeline

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

Lido Advisors, LLC held 124,926 UPBD 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 124,926 shares
    Change vs previous 13F +345 shares

    0.01% of the 13F portfolio, value $2,651,080.

    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 124,581 shares
    Change vs previous 13F -182,205 shares

    0.01% of the 13F portfolio, value $2,248,703.

    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 306,786 shares
    Change vs previous 13F -57,571 shares

    0.03% of the 13F portfolio, value $6,564,243.

    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 364,357 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,680,858.

    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).