Lido Advisors, LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on VYM, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 270,440 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 270,440 sharesChange vs previous 13F +11,974 shares
0.15% of the 13F portfolio, value $42,737,850.
13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 258,466 sharesChange vs previous 13F -2,361 shares
0.15% of the 13F portfolio, value $38,279,016.
13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 260,827 sharesChange vs previous 13F +30,837 shares
0.15% of the 13F portfolio, value $36,875,193.
13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 229,990 sharesChange vs previous 13F +502 shares
0.13% of the 13F portfolio, value $32,417,175.
13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 229,488 sharesChange vs previous 13F -7,358 shares
0.16% of the 13F portfolio, value $30,593,159.
13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 236,846 sharesChange vs previous 13F +16,225 shares
0.18% of the 13F portfolio, value $30,543,717.
13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 220,621 sharesChange vs previous 13F +25,193 shares
0.18% of the 13F portfolio, value $28,148,979.
13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 195,428 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $25,053,931.
13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).