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Lido Advisors, LLC: VTRS position timeline

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

Lido Advisors, LLC held 40,486 VTRS 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 40,486 shares
    Change vs previous 13F +12,564 shares

    <0.01% of the 13F portfolio, value $642,938.

    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 27,922 shares
    Change vs previous 13F -5,048 shares

    <0.01% of the 13F portfolio, value $377,264.

    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 32,970 shares
    Change vs previous 13F +478 shares

    <0.01% of the 13F portfolio, value $334,879.

    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 32,492 shares
    Change vs previous 13F +7,915 shares

    <0.01% of the 13F portfolio, value $321,681.

    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 24,577 shares
    Change vs previous 13F -743 shares

    <0.01% of the 13F portfolio, value $219,474.

    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 25,320 shares
    Change vs previous 13F +1,769 shares

    <0.01% of the 13F portfolio, value $220,544.

    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 23,551 shares
    Change vs previous 13F -1,468 shares

    <0.01% of the 13F portfolio, value $293,211.

    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 25,019 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,475.

    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).