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Disclosery

Lido Advisors, LLC: USRT position timeline

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

Lido Advisors, LLC held 252,533 USRT 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 252,533 shares
    Change vs previous 13F +8,849 shares

    0.06% of the 13F portfolio, value $16,780,837.

    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 243,684 shares
    Change vs previous 13F -1,674 shares

    0.06% of the 13F portfolio, value $14,423,695.

    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 245,358 shares
    Change vs previous 13F -2,519 shares

    0.06% of the 13F portfolio, value $14,291,601.

    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 247,877 shares
    Change vs previous 13F +18,228 shares

    0.06% of the 13F portfolio, value $14,555,410.

    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 229,649 shares
    Change vs previous 13F +21,184 shares

    0.07% of the 13F portfolio, value $12,988,986.

    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 208,465 shares
    Change vs previous 13F +68,250 shares

    0.07% of the 13F portfolio, value $12,007,615.

    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 140,215 shares
    Change vs previous 13F +25,537 shares

    0.05% of the 13F portfolio, value $8,035,718.

    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 114,678 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,060,754.

    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).