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Lido Advisors, LLC: IBHF position timeline

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

Lido Advisors, LLC held 103,708 IBHF 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 103,708 shares
    Change vs previous 13F -46,489 shares

    0.01% of the 13F portfolio, value $2,349,008.

    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 150,197 shares
    Change vs previous 13F -24,475 shares

    0.01% of the 13F portfolio, value $3,447,047.

    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 174,672 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $4,083,188.

    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 174,421 shares
    Change vs previous 13F -3,454 shares

    0.02% of the 13F portfolio, value $4,079,729.

    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 177,875 shares
    Change vs previous 13F -13,876 shares

    0.02% of the 13F portfolio, value $4,132,055.

    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 191,751 shares
    Change vs previous 13F -34,573 shares

    0.03% of the 13F portfolio, value $4,452,476.

    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 226,324 shares
    Change vs previous 13F +34,717 shares

    0.03% of the 13F portfolio, value $5,239,400.

    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 191,607 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,485,520.

    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).