Lido Advisors, LLC: XSVN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on XSVN, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 111,122 XSVN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 111,122 sharesChange vs previous 13F +5,712 shares
0.02% of the 13F portfolio, value $5,252,779.
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 105,410 sharesChange vs previous 13F +12,051 shares
0.02% of the 13F portfolio, value $5,030,216.
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 93,359 sharesChange vs previous 13F -1,528 shares
0.02% of the 13F portfolio, value $4,498,716.
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 94,887 sharesChange vs previous 13F +2,407 shares
0.02% of the 13F portfolio, value $4,572,365.
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 92,480 sharesChange vs previous 13F +18,508 shares
0.02% of the 13F portfolio, value $4,427,986.
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 73,972 sharesChange vs previous 13F +9,192 shares
0.02% of the 13F portfolio, value $3,532,197.
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 64,780 sharesChange vs previous 13F +11,745 shares
0.02% of the 13F portfolio, value $2,999,289.
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 53,035 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,601,898.
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).