Lido Advisors, LLC

Position in V — Visa Inc.

CIK 1650150 Los Angeles, CA

Back to V Full portfolio

Position in V

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$76,101,612

-$12,747,959 QoQ

Shares Held

251,792

-0.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 37.5595729808731.ToString("F0")% Shared 0.ToString("F0")% None 62.4404270191269.ToString("F0")%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Derivatives in V

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$2,145,904

PutShares

7,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Mar 31, 2026

Lido Advisors, LLC holds $172,303,511 across 11 Credit Services names. V ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	251,792	$76,101,612
2	MA	Mastercard Inc	101,679	$50,804,928
3	AXP	American Express Co	77,246	$23,365,369
4	COF	Capital One Financial Corp	47,377	$8,642,985
5	OMF	OneMain Holdings, Inc.	101,679	$5,438,809
6	PYPL	PayPal Holdings, Inc.	79,376	$3,590,175
7	SOFI	SoFi Technologies, Inc.	130,992	$2,080,152
8	CACC	Credit Acceptance Corp	2,468	$1,045,099

All Filings in V

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,145,904	7,100	-97.2%	Put	Sole	2026-05-13
2026-03-31	$76,101,612	251,792	-0.6%	Shares	Defined	2026-05-13
2025-12-31	$88,849,571	253,342	+4966.8%	Shares	Defined	2026-02-10
2025-12-31	$1,753,550	5,000	-98.0%	Put	Sole	2026-02-10
2025-09-30	$85,079,404	249,222	+4884.4%	Shares	Sole	2025-11-14
2025-09-30	$1,706,900	5,000	0.0%	Put	Sole	2025-11-14
2025-06-30	$1,775,250	5,000	-97.6%	Put	Sole	2025-08-13
2025-06-30	$73,586,596	207,257	+21.8%	Shares	Defined	2025-08-13
2025-03-31	$59,653,196	170,214	+15374.0%	Shares	Defined	2025-05-15
2025-03-31	$385,506	1,100	0.0%	Put	Sole	2025-05-15
2024-12-31	$347,644	1,100	-99.2%	Put	Sole	2025-02-14
2024-12-31	$42,968,796	135,960	+6080.0%	Shares	Defined	2025-02-14
2024-09-30	$604,890	2,200	-98.1%	Put	Sole	2024-11-14
2024-09-30	$32,507,062	118,229	+4278.9%	Shares	Defined	2024-11-14
2024-06-30	$708,669	2,700	-97.7%	Put	Sole	2024-08-15
2024-06-30	$31,392,984	119,606	+59703.0%	Shares	Defined	2024-08-15
2024-06-30	$52,494	200	-93.3%	Call	Sole	2024-08-15
2024-03-31	$837,240	3,000	-97.4%	Put	Sole	2024-05-15
2024-03-31	$32,509,191	116,487	-5.9%	Shares	Defined	2024-05-15
2023-12-31	$32,213,625	123,732	+3156.1%	Shares	Sole	2024-02-14
2023-12-31	$989,330	3,800	0.0%	Put	Sole	2024-02-14
2023-09-30	$874,038	3,800	-96.8%	Put	Sole	2023-11-14
2023-09-30	$27,656,631	120,241	+1.8%	Shares	Defined	2023-11-14
2023-06-30	$28,040,925	118,077	+4117.0%	Shares	Defined	2023-08-09
2023-06-30	$664,944	2,800	-97.6%	Put	Sole	2023-08-09
2023-03-31	$26,299,231	116,647	+29061.8%	Shares	Defined	2023-05-15
2023-03-31	$90,184	400	-87.5%	Call	Sole	2023-05-15
2023-03-31	$721,472	3,200	-94.8%	Put	Sole	2023-05-15
2022-12-31	$12,730,908	61,277	+2169.5%	Shares	Sole	2023-02-14
2022-12-31	$560,952	2,700	+237.5%	Put	Sole	2023-02-14
2022-12-31	$166,208	800	-99.1%	Call	Sole	2023-02-14
2022-09-30	$15,461,234	87,032	+2619.8%	Shares	Defined	2022-11-14
2022-09-30	$568,480	3,200	-96.2%	Put	Sole	2022-11-14
2022-06-30	$16,608,262	84,353	+4339.6%	Shares	Sole	2022-08-15
2022-06-30	$374,091	1,900	+35.7%	Put	Sole	2022-08-15
2022-03-31	$310,478	1,400	-98.1%	Put	Sole	2022-05-17
2022-03-31	$16,087,861	72,543	-7.5%	Shares	Sole	2022-05-17
2021-12-31	$16,994,181	78,419	+4256.6%	Shares	Sole	2022-02-15
2021-12-31	$390,078	1,800	-97.7%	Put	Sole	2022-02-15
2021-09-30	$17,707,288	79,494	+4316.3%	Shares	Sole	2022-02-15
2021-09-30	$400,950	1,800	-97.5%	Put	Sole	2022-02-15
2021-06-30	$16,620,860	71,084	+4081.4%	Shares	Sole	2021-08-12
2021-06-30	$397,494	1,700	0.0%	Put	Sole	2021-08-12
2021-03-31	$359,941	1,700	-97.3%	Put	Sole	2021-11-12
2021-03-31	$13,411,401	63,342	+2539.2%	Shares	Sole	2021-05-13
2020-12-31	$524,952	2,400	-94.9%	Put	Sole	2021-11-12
2020-12-31	$10,261,280	46,913	+3027.5%	Shares	Sole	2021-02-08
2020-09-30	$299,955	1,500	-96.1%	Put	Sole	2021-11-12
2020-09-30	$7,768,034	38,846	+0.5%	Shares	Sole	2020-11-12
2020-06-30	$7,464,281	38,641	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.