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Disclosery

Lido Advisors, LLC: VFH position timeline

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

Lido Advisors, LLC held 344,493 VFH 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 344,493 shares
    Change vs previous 13F +10,970 shares

    0.16% of the 13F portfolio, value $45,335,303.

    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 333,523 shares
    Change vs previous 13F +12,658 shares

    0.16% of the 13F portfolio, value $40,293,119.

    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 320,865 shares
    Change vs previous 13F +26,367 shares

    0.17% of the 13F portfolio, value $42,405,658.

    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 294,498 shares
    Change vs previous 13F +120,224 shares

    0.16% of the 13F portfolio, value $38,650,161.

    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 174,274 shares
    Change vs previous 13F +750 shares

    0.12% of the 13F portfolio, value $22,185,095.

    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 173,524 shares
    Change vs previous 13F +21,897 shares

    0.12% of the 13F portfolio, value $20,730,945.

    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 151,627 shares
    Change vs previous 13F +6,715 shares

    0.11% of the 13F portfolio, value $17,902,565.

    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 144,912 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $15,927,334.

    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).