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Lido Advisors, LLC: IBHG position timeline

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

Lido Advisors, LLC held 57,324 IBHG 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 57,324 shares
    Change vs previous 13F -25,685 shares

    <0.01% of the 13F portfolio, value $1,265,715.

    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 83,009 shares
    Change vs previous 13F -10,177 shares

    0.01% of the 13F portfolio, value $1,837,005.

    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 93,186 shares
    Change vs previous 13F +399 shares

    0.01% of the 13F portfolio, value $2,095,288.

    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 92,787 shares
    Change vs previous 13F -4,411 shares

    0.01% of the 13F portfolio, value $2,086,783.

    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 97,198 shares
    Change vs previous 13F -4,665 shares

    0.01% of the 13F portfolio, value $2,190,847.

    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 101,863 shares
    Change vs previous 13F -29,033 shares

    0.01% of the 13F portfolio, value $2,274,092.

    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 130,896 shares
    Change vs previous 13F +41,867 shares

    0.02% of the 13F portfolio, value $2,911,128.

    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 89,029 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,012,055.

    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).