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Lido Advisors, LLC: VTV position timeline

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

Lido Advisors, LLC held 404,014 VTV 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 404,014 shares
    Change vs previous 13F -115,046 shares

    0.31% of the 13F portfolio, value $88,047,194.

    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 519,060 shares
    Change vs previous 13F -9,758 shares

    0.4% of the 13F portfolio, value $101,840,188.

    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 528,818 shares
    Change vs previous 13F +180,398 shares

    0.4% of the 13F portfolio, value $100,821,429.

    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 348,420 shares
    Change vs previous 13F +46,376 shares

    0.27% of the 13F portfolio, value $65,024,427.

    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 302,044 shares
    Change vs previous 13F +91,894 shares

    0.28% of the 13F portfolio, value $53,383,785.

    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 210,150 shares
    Change vs previous 13F +1,814 shares

    0.21% of the 13F portfolio, value $36,301,342.

    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 208,336 shares
    Change vs previous 13F +168,812 shares

    0.22% of the 13F portfolio, value $35,271,345.

    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 39,524 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,899,726.

    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).