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Disclosery

Lido Advisors, LLC: IBDU position timeline

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

Lido Advisors, LLC held 2,852,951 IBDU 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 2,852,951 shares
    Change vs previous 13F -414,065 shares

    0.24% of the 13F portfolio, value $66,074,366.

    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 3,267,016 shares
    Change vs previous 13F +1,842,015 shares

    0.3% of the 13F portfolio, value $75,990,812.

    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 1,425,001 shares
    Change vs previous 13F +14,569 shares

    0.13% of the 13F portfolio, value $33,427,210.

    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 1,410,432 shares
    Change vs previous 13F +248,021 shares

    0.14% of the 13F portfolio, value $33,102,867.

    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 1,162,411 shares
    Change vs previous 13F +128,202 shares

    0.14% of the 13F portfolio, value $27,119,067.

    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 1,034,209 shares
    Change vs previous 13F +372,199 shares

    0.14% of the 13F portfolio, value $23,921,267.

    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 662,010 shares
    Change vs previous 13F +292,314 shares

    0.09% of the 13F portfolio, value $15,093,827.

    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 369,696 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,691,561.

    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).