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Lido Advisors, LLC: USMF position timeline

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

Lido Advisors, LLC held 5,048 USMF 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 5,048 shares
    Change vs previous 13F -668,597 shares

    <0.01% of the 13F portfolio, value $273,900.

    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 673,645 shares
    Change vs previous 13F -89,946 shares

    0.13% of the 13F portfolio, value $33,264,713.

    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 763,591 shares
    Change vs previous 13F -1,461 shares

    0.16% of the 13F portfolio, value $39,912,984.

    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 765,052 shares
    Change vs previous 13F -28,034 shares

    0.16% of the 13F portfolio, value $39,989,371.

    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 793,086 shares
    Change vs previous 13F -32,116 shares

    0.21% of the 13F portfolio, value $40,651,288.

    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 825,202 shares
    Change vs previous 13F -1,512,172 shares

    0.24% of the 13F portfolio, value $40,946,573.

    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 2,337,374 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $116,120,710.

    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).