Current Market Value 25,668,655,121
Current Holdings 1653
Most Recent File Date 2025-08-13
Total Filings on Record 54
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lido Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 1653 25,668,655
2025-05-15 2025-03-31 13F-HR 1509 22,211,402
2025-02-14 2024-12-31 13F-HR 1498 28,783,671
2024-11-14 2024-09-30 13F-HR 1461 20,058,365
2024-08-15 2024-06-30 13F-HR 1413 17,964,036
2024-05-15 2024-03-31 13F-HR 1380 17,003,781
2024-02-14 2023-12-31 13F-HR 1342 14,799,287
2023-11-14 2023-09-30 13F-HR 1208 13,139,542
2023-08-09 2023-06-30 13F-HR 1211 14,012,718
2023-05-15 2023-03-31 13F-HR 1158 10,279,688
2023-02-14 2022-12-31 13F-HR 1023 8,200,047
2022-11-14 2022-09-30 13F-HR 934 7,958,411
2022-08-15 2022-06-30 13F-HR 923 7,543,999
2022-05-17 2022-03-31 13F-HR 981 8,972,438
2022-02-15 2021-12-31 13F-HR 987 9,178,841
2022-02-15 2021-09-30 13F-HR/A 1 R 957 7,158,224
2021-11-12 2021-09-30 13F-HR 952 7,716,811
2021-08-12 2021-06-30 13F-HR 904 7,186,625
2021-11-12 2021-03-31 13F-HR/A 1 N 99 2,366,029
2021-05-13 2021-03-31 13F-HR 735 3,432,093
2021-11-12 2020-12-31 13F-HR/A 1 N 99 1,821,896
2021-02-08 2020-12-31 13F-HR 707 2,974,024
2021-11-12 2020-09-30 13F-HR/A 1 N 76 1,574,019
2020-11-12 2020-09-30 13F-HR 561 2,332,464
2021-11-12 2020-06-30 13F-HR/A 1 N 77 1,256,861
2020-08-12 2020-06-30 13F-HR 523 2,053,381
2021-11-12 2020-03-31 13F-HR/A 1 N 66 803,781
2020-05-13 2020-03-31 13F-HR 519 1,548,461
2021-11-12 2019-12-31 13F-HR/A 1 N 64 793,599
2020-02-07 2019-12-31 13F-HR 590 1,718,463
2021-11-12 2019-09-30 13F-HR/A 1 N 62 689,086
2019-11-12 2019-09-30 13F-HR 513 1,287,046
2021-11-12 2019-06-30 13F-HR/A 1 N 49 567,573
2019-08-14 2019-06-30 13F-HR 488 1,181,417
2021-11-12 2019-03-31 13F-HR/A 1 N 42 419,950
2019-05-10 2019-03-31 13F-HR 475 1,118,815
2021-11-12 2018-12-31 13F-HR/A 1 N 29 290,381
2019-02-14 2018-12-31 13F-HR 404 722,790
2021-11-12 2018-09-30 13F-HR/A 1 N 25 253,383
2018-11-14 2018-09-30 13F-HR 423 774,337
2021-11-12 2018-06-30 13F-HR/A 1 N 21 209,728
2018-08-14 2018-06-30 13F-HR 398 659,978
2021-11-12 2018-03-31 13F-HR/A 1 N 15 153,436
2018-05-09 2018-03-31 13F-HR 382 577,936
2021-11-12 2017-12-31 13F-HR/A 1 N 13 91,786
2018-02-15 2017-12-31 13F-HR 293 611,428
2021-11-12 2017-09-30 13F-HR/A 1 N 7 43,226
2017-11-13 2017-09-30 13F-HR 276 583,329
2017-08-14 2017-06-30 13F-HR 271 481,389
2017-05-15 2017-03-31 13F-HR 238 361,306
2017-09-21 2016-12-31 13F-HR 221 405,462
2017-09-21 2016-09-30 13F-HR 152 327,070
2017-09-18 2016-06-30 13F-HR 157 324,231
2017-09-18 2016-03-31 13F-HR 146 297,042