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Lido Advisors, LLC: UPRO position timeline

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

Lido Advisors, LLC held 21,112 UPRO 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 21,112 shares
    Change vs previous 13F +4,590 shares

    0.01% of the 13F portfolio, value $2,993,485.

    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 16,522 shares
    Change vs previous 13F -2,191 shares

    0.01% of the 13F portfolio, value $1,602,477.

    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 18,713 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,086,452.

    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 18,713 shares
    Change vs previous 13F +1,036 shares

    0.01% of the 13F portfolio, value $2,086,452.

    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 17,677 shares
    Change vs previous 13F +799 shares

    0.01% of the 13F portfolio, value $1,620,507.

    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 16,878 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $1,250,177.

    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 16,879 shares
    Change vs previous 13F -1,220 shares

    0.01% of the 13F portfolio, value $1,496,118.

    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 18,099 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,559,958.

    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).