Position in SFM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$269,337
+$66,501 QoQ
Shares Held
3,492
+183.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $895,420 across 1 Grocery Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
16,125 | $895,420 |
All Filings in SFM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,337 | 3,492 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $202,836 | 1,232 | Shares | Sole | 2025-08-13 | |
| 2020-06-30 | $340,167 | 13,293 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $253,270 | 13,624 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||