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Lido Advisors, LLC: IBMO position timeline

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

Lido Advisors, LLC held 555,766 IBMO 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 555,766 shares
    Change vs previous 13F -12,971 shares

    0.05% of the 13F portfolio, value $14,249,919.

    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 568,737 shares
    Change vs previous 13F +189,064 shares

    0.06% of the 13F portfolio, value $14,576,740.

    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 379,673 shares
    Change vs previous 13F +3,458 shares

    0.04% of the 13F portfolio, value $9,741,667.

    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 376,215 shares
    Change vs previous 13F +57,119 shares

    0.04% of the 13F portfolio, value $9,653,682.

    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 319,096 shares
    Change vs previous 13F +36,767 shares

    0.04% of the 13F portfolio, value $8,176,203.

    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 282,329 shares
    Change vs previous 13F +135,094 shares

    0.04% of the 13F portfolio, value $7,216,346.

    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 147,235 shares
    Change vs previous 13F +89,745 shares

    0.02% of the 13F portfolio, value $3,748,607.

    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 57,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,474,929.

    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).