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Lido Advisors, LLC: VLO position timeline

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

Lido Advisors, LLC held 90,717 VLO 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 90,717 shares
    Change vs previous 13F +5,254 shares

    0.08% of the 13F portfolio, value $23,626,385.

    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 85,463 shares
    Change vs previous 13F -32,601 shares

    0.08% of the 13F portfolio, value $21,116,817.

    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 118,064 shares
    Change vs previous 13F +1,065 shares

    0.08% of the 13F portfolio, value $19,627,286.

    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 116,999 shares
    Change vs previous 13F +54,228 shares

    0.08% of the 13F portfolio, value $19,920,312.

    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 62,771 shares
    Change vs previous 13F -928 shares

    0.04% of the 13F portfolio, value $8,437,715.

    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 63,699 shares
    Change vs previous 13F +33,430 shares

    0.05% of the 13F portfolio, value $8,412,832.

    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 30,269 shares
    Change vs previous 13F -34,026 shares

    0.02% of the 13F portfolio, value $3,710,696.

    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 64,295 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,681,819.

    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).