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Disclosery

Lido Advisors, LLC: URTH position timeline

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

Lido Advisors, LLC held 42,945 URTH 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 42,945 shares
    Change vs previous 13F -3,130 shares

    0.03% of the 13F portfolio, value $8,702,510.

    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 46,075 shares
    Change vs previous 13F -27,346 shares

    0.03% of the 13F portfolio, value $8,294,520.

    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 73,421 shares
    Change vs previous 13F -797 shares

    0.05% of the 13F portfolio, value $13,501,783.

    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 74,218 shares
    Change vs previous 13F +25,629 shares

    0.06% of the 13F portfolio, value $13,475,215.

    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 48,589 shares
    Change vs previous 13F +42,235 shares

    0.04% of the 13F portfolio, value $8,230,096.

    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 6,354 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $973,306.

    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 6,354 shares
    Change vs previous 13F -1,007 shares

    0.01% of the 13F portfolio, value $988,047.

    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 7,361 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,155,015.

    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).