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Disclosery

Lido Advisors, LLC: IBDZ position timeline

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

Lido Advisors, LLC held 266,373 IBDZ 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 266,373 shares
    Change vs previous 13F +5,510 shares

    0.02% of the 13F portfolio, value $6,939,026.

    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 260,863 shares
    Change vs previous 13F +49,934 shares

    0.03% of the 13F portfolio, value $6,798,095.

    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 210,929 shares
    Change vs previous 13F +6,163 shares

    0.02% of the 13F portfolio, value $5,562,500.

    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 204,766 shares
    Change vs previous 13F +31,104 shares

    0.02% of the 13F portfolio, value $5,420,156.

    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 173,662 shares
    Change vs previous 13F +14,722 shares

    0.02% of the 13F portfolio, value $4,537,788.

    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 158,940 shares
    Change vs previous 13F +23,701 shares

    0.02% of the 13F portfolio, value $4,098,332.

    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 135,239 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,441,833.

    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).