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Lido Advisors, LLC: IBIT position timeline

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

Lido Advisors, LLC held 302,055 IBIT 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 302,055 shares
    Change vs previous 13F -4,203 shares

    0.04% of the 13F portfolio, value $10,055,420.

    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 306,258 shares
    Change vs previous 13F -40,914 shares

    0.05% of the 13F portfolio, value $11,766,467.

    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 347,172 shares
    Change vs previous 13F +93,309 shares

    0.08% of the 13F portfolio, value $20,216,411.

    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 253,863 shares
    Change vs previous 13F +81,007 shares

    0.07% of the 13F portfolio, value $16,501,151.

    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 172,856 shares
    Change vs previous 13F +4,803 shares

    0.06% of the 13F portfolio, value $10,580,561.

    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 168,053 shares
    Change vs previous 13F +76,665 shares

    0.05% of the 13F portfolio, value $7,866,584.

    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 91,388 shares
    Change vs previous 13F +82,430 shares

    0.03% of the 13F portfolio, value $4,848,133.

    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 8,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323,653.

    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).