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Lido Advisors, LLC: IBHI position timeline

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

Lido Advisors, LLC held 44,828 IBHI 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 44,828 shares
    Change vs previous 13F -23,042 shares

    <0.01% of the 13F portfolio, value $1,048,529.

    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 67,870 shares
    Change vs previous 13F -7,024 shares

    0.01% of the 13F portfolio, value $1,580,233.

    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 74,894 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,785,741.

    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 74,894 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $1,786,230.

    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 75,084 shares
    Change vs previous 13F -2,985 shares

    0.01% of the 13F portfolio, value $1,778,744.

    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 78,069 shares
    Change vs previous 13F -26,236 shares

    0.01% of the 13F portfolio, value $1,812,783.

    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 104,305 shares
    Change vs previous 13F +41,471 shares

    0.02% of the 13F portfolio, value $2,445,950.

    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 62,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,503,052.

    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).