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Lido Advisors, LLC: VLUE position timeline

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

Lido Advisors, LLC held 135,522 VLUE 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 135,522 shares
    Change vs previous 13F +3,186 shares

    0.1% of the 13F portfolio, value $27,078,830.

    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 132,336 shares
    Change vs previous 13F -24,814 shares

    0.07% of the 13F portfolio, value $18,816,962.

    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 157,150 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $19,652,620.

    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 157,116 shares
    Change vs previous 13F +133,366 shares

    0.08% of the 13F portfolio, value $19,647,571.

    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 23,750 shares
    Change vs previous 13F -3,956 shares

    0.01% of the 13F portfolio, value $2,688,763.

    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 27,706 shares
    Change vs previous 13F -8,252 shares

    0.02% of the 13F portfolio, value $2,954,919.

    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 35,958 shares
    Change vs previous 13F -4,532 shares

    0.02% of the 13F portfolio, value $3,797,523.

    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 40,490 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,415,098.

    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).