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Disclosery

Lido Advisors, LLC: UPS position timeline

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

Lido Advisors, LLC held 52,416 UPS 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 52,416 shares
    Change vs previous 13F +574 shares

    0.02% of the 13F portfolio, value $5,635,087.

    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 51,842 shares
    Change vs previous 13F -19,304 shares

    0.02% of the 13F portfolio, value $5,100,657.

    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 71,146 shares
    Change vs previous 13F +2,123 shares

    0.02% of the 13F portfolio, value $6,036,154.

    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 69,023 shares
    Change vs previous 13F -8,504 shares

    0.02% of the 13F portfolio, value $5,765,487.

    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 77,527 shares
    Change vs previous 13F -10,934 shares

    0.04% of the 13F portfolio, value $7,825,595.

    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 88,461 shares
    Change vs previous 13F +7,211 shares

    0.06% of the 13F portfolio, value $9,729,859.

    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 81,250 shares
    Change vs previous 13F +8,058 shares

    0.06% of the 13F portfolio, value $10,245,553.

    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 73,192 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $9,979,107.

    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).