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Lido Advisors, LLC: USMV position timeline

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

Lido Advisors, LLC held 251,132 USMV 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 251,132 shares
    Change vs previous 13F +1,932 shares

    0.09% of the 13F portfolio, value $24,224,162.

    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 249,200 shares
    Change vs previous 13F -25,147 shares

    0.09% of the 13F portfolio, value $23,110,897.

    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 274,347 shares
    Change vs previous 13F +6,378 shares

    0.1% of the 13F portfolio, value $26,094,893.

    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 267,969 shares
    Change vs previous 13F +160,141 shares

    0.1% of the 13F portfolio, value $25,494,680.

    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 107,828 shares
    Change vs previous 13F -6,205 shares

    0.05% of the 13F portfolio, value $10,121,900.

    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 114,033 shares
    Change vs previous 13F -323 shares

    0.06% of the 13F portfolio, value $10,680,411.

    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 114,356 shares
    Change vs previous 13F -10,592 shares

    0.06% of the 13F portfolio, value $10,153,681.

    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 124,948 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $11,409,060.

    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).