Skip to content
Disclosery

Lido Advisors, LLC: XYZ position timeline

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

Lido Advisors, LLC held 35,095 XYZ 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 35,095 shares
    Change vs previous 13F +3,252 shares

    0.01% of the 13F portfolio, value $2,667,267.

    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 31,843 shares
    Change vs previous 13F -13,004 shares

    0.01% of the 13F portfolio, value $1,916,382.

    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 44,847 shares
    Change vs previous 13F +1,101 shares

    0.01% of the 13F portfolio, value $3,118,448.

    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 43,746 shares
    Change vs previous 13F +14,559 shares

    0.01% of the 13F portfolio, value $3,161,585.

    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 29,187 shares
    Change vs previous 13F +8,758 shares

    0.01% of the 13F portfolio, value $1,982,712.

    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 20,429 shares
    Change vs previous 13F +15,548 shares

    0.01% of the 13F portfolio, value $1,109,916.

    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 4,881 shares
    Change vs previous 13F +545 shares

    <0.01% of the 13F portfolio, value $414,806.

    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 4,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,132.

    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).