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Disclosery

Lido Advisors, LLC: IBDW position timeline

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

Lido Advisors, LLC held 603,204 IBDW 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 603,204 shares
    Change vs previous 13F -93,241 shares

    0.04% of the 13F portfolio, value $12,570,781.

    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 696,445 shares
    Change vs previous 13F -15,615 shares

    0.06% of the 13F portfolio, value $14,576,595.

    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 712,060 shares
    Change vs previous 13F +12,013 shares

    0.06% of the 13F portfolio, value $15,096,192.

    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 700,047 shares
    Change vs previous 13F +1,053 shares

    0.06% of the 13F portfolio, value $14,855,002.

    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 698,994 shares
    Change vs previous 13F -11,691 shares

    0.08% of the 13F portfolio, value $14,706,849.

    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 710,685 shares
    Change vs previous 13F -173,992 shares

    0.09% of the 13F portfolio, value $14,746,727.

    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 884,677 shares
    Change vs previous 13F +164,765 shares

    0.11% of the 13F portfolio, value $18,003,171.

    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 719,912 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $15,276,534.

    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).