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Lido Advisors, LLC: USFR position timeline

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

Lido Advisors, LLC held 12,318 USFR 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 12,318 shares
    Change vs previous 13F -882,156 shares

    <0.01% of the 13F portfolio, value $620,280.

    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 894,474 shares
    Change vs previous 13F -199,109 shares

    0.18% of the 13F portfolio, value $45,027,871.

    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 1,093,583 shares
    Change vs previous 13F -3,570 shares

    0.22% of the 13F portfolio, value $54,974,459.

    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 1,097,153 shares
    Change vs previous 13F -202,944 shares

    0.23% of the 13F portfolio, value $55,153,966.

    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 1,300,097 shares
    Change vs previous 13F -215,195 shares

    0.34% of the 13F portfolio, value $65,407,931.

    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 1,515,292 shares
    Change vs previous 13F +7,852 shares

    0.45% of the 13F portfolio, value $76,264,670.

    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 1,507,440 shares
    Change vs previous 13F +1,499,221 shares

    0.47% of the 13F portfolio, value $75,854,362.

    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 8,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $412,761.

    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).