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Disclosery

Lido Advisors, LLC: IBDY position timeline

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

Lido Advisors, LLC held 260,996 IBDY 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 260,996 shares
    Change vs previous 13F +26,893 shares

    0.02% of the 13F portfolio, value $6,719,342.

    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 234,103 shares
    Change vs previous 13F +5,745 shares

    0.02% of the 13F portfolio, value $6,051,581.

    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 228,358 shares
    Change vs previous 13F +5,875 shares

    0.02% of the 13F portfolio, value $5,970,890.

    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 222,483 shares
    Change vs previous 13F +31,874 shares

    0.02% of the 13F portfolio, value $5,835,729.

    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 190,609 shares
    Change vs previous 13F +13,069 shares

    0.03% of the 13F portfolio, value $4,937,727.

    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 177,540 shares
    Change vs previous 13F +24,617 shares

    0.03% of the 13F portfolio, value $4,537,922.

    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 152,923 shares
    Change vs previous 13F +136,951 shares

    0.02% of the 13F portfolio, value $3,838,367.

    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 15,972 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $421,661.

    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).