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Disclosery

Lido Advisors, LLC: IBDX position timeline

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

Lido Advisors, LLC held 245,637 IBDX 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 245,637 shares
    Change vs previous 13F +4,542 shares

    0.02% of the 13F portfolio, value $6,187,607.

    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 241,095 shares
    Change vs previous 13F +64,992 shares

    0.02% of the 13F portfolio, value $6,092,479.

    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 176,103 shares
    Change vs previous 13F +9,232 shares

    0.02% of the 13F portfolio, value $4,498,458.

    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 166,871 shares
    Change vs previous 13F +6,438 shares

    0.02% of the 13F portfolio, value $4,275,235.

    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 160,433 shares
    Change vs previous 13F +4,047 shares

    0.02% of the 13F portfolio, value $4,056,550.

    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 156,386 shares
    Change vs previous 13F -44,808 shares

    0.02% of the 13F portfolio, value $3,908,087.

    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 201,194 shares
    Change vs previous 13F +166,891 shares

    0.03% of the 13F portfolio, value $4,945,349.

    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 34,303 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $881,930.

    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).