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Disclosery

Lido Advisors, LLC: IBDV position timeline

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

Lido Advisors, LLC held 1,600,025 IBDV 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 1,600,025 shares
    Change vs previous 13F -380,259 shares

    0.12% of the 13F portfolio, value $34,880,565.

    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 1,980,284 shares
    Change vs previous 13F +1,694,837 shares

    0.17% of the 13F portfolio, value $43,348,435.

    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 285,447 shares
    Change vs previous 13F +14,656 shares

    0.02% of the 13F portfolio, value $6,305,748.

    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 270,791 shares
    Change vs previous 13F +3,035 shares

    0.02% of the 13F portfolio, value $5,998,022.

    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 267,756 shares
    Change vs previous 13F -5,724 shares

    0.03% of the 13F portfolio, value $5,885,295.

    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 273,480 shares
    Change vs previous 13F -103,714 shares

    0.04% of the 13F portfolio, value $5,939,993.

    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 377,194 shares
    Change vs previous 13F +291,133 shares

    0.05% of the 13F portfolio, value $8,056,873.

    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 86,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,907,982.

    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).