Skip to content
Disclosery

Lido Advisors, LLC: IBM position timeline

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

Lido Advisors, LLC held 128,125 IBM 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 128,125 shares
    Change vs previous 13F +26,223 shares

    0.13% of the 13F portfolio, value $36,030,293.

    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 101,902 shares
    Change vs previous 13F +2,689 shares

    0.1% of the 13F portfolio, value $24,700,861.

    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 99,213 shares
    Change vs previous 13F +3,163 shares

    0.11% of the 13F portfolio, value $28,317,990.

    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 96,050 shares
    Change vs previous 13F +4,112 shares

    0.11% of the 13F portfolio, value $27,101,706.

    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 91,938 shares
    Change vs previous 13F -3,072 shares

    0.14% of the 13F portfolio, value $27,101,570.

    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 95,010 shares
    Change vs previous 13F +462 shares

    0.14% of the 13F portfolio, value $23,625,209.

    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 94,548 shares
    Change vs previous 13F +16,479 shares

    0.13% of the 13F portfolio, value $20,784,451.

    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 78,069 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $17,259,600.

    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).