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Disclosery

Lido Advisors, LLC: IBDT position timeline

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

Lido Advisors, LLC held 4,224,505 IBDT 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 4,224,505 shares
    Change vs previous 13F -250,942 shares

    0.38% of the 13F portfolio, value $106,668,750.

    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 4,475,447 shares
    Change vs previous 13F +2,056,180 shares

    0.44% of the 13F portfolio, value $113,363,100.

    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 2,419,267 shares
    Change vs previous 13F +13,641 shares

    0.24% of the 13F portfolio, value $61,723,019.

    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 2,405,626 shares
    Change vs previous 13F +293,727 shares

    0.25% of the 13F portfolio, value $61,391,612.

    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 2,111,899 shares
    Change vs previous 13F +241,583 shares

    0.28% of the 13F portfolio, value $53,684,479.

    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 1,870,316 shares
    Change vs previous 13F +698,641 shares

    0.28% of the 13F portfolio, value $47,244,202.

    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 1,171,675 shares
    Change vs previous 13F +406,365 shares

    0.18% of the 13F portfolio, value $29,174,698.

    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 765,310 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $19,538,376.

    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).