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Lido Advisors, LLC: VPU position timeline

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

Lido Advisors, LLC held 76,673 VPU 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 76,673 shares
    Change vs previous 13F +3,583 shares

    0.05% of the 13F portfolio, value $15,007,361.

    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 73,090 shares
    Change vs previous 13F +2,711 shares

    0.06% of the 13F portfolio, value $14,482,376.

    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 70,379 shares
    Change vs previous 13F +4,061 shares

    0.05% of the 13F portfolio, value $13,166,812.

    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 66,318 shares
    Change vs previous 13F +34,695 shares

    0.05% of the 13F portfolio, value $12,561,668.

    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 31,623 shares
    Change vs previous 13F +2,873 shares

    0.03% of the 13F portfolio, value $5,581,856.

    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 28,750 shares
    Change vs previous 13F -222 shares

    0.03% of the 13F portfolio, value $4,910,937.

    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 28,972 shares
    Change vs previous 13F +1,232 shares

    0.03% of the 13F portfolio, value $4,734,548.

    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 27,740 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,828,173.

    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).