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Lido Advisors, LLC: IBMR position timeline

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

Lido Advisors, LLC held 338,574 IBMR 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 338,574 shares
    Change vs previous 13F -8,765 shares

    0.03% of the 13F portfolio, value $8,596,415.

    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 347,339 shares
    Change vs previous 13F +240,258 shares

    0.03% of the 13F portfolio, value $8,805,066.

    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 107,081 shares
    Change vs previous 13F +17,694 shares

    0.01% of the 13F portfolio, value $2,732,009.

    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 89,387 shares
    Change vs previous 13F +6,214 shares

    0.01% of the 13F portfolio, value $2,282,050.

    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 83,173 shares
    Change vs previous 13F +10,788 shares

    0.01% of the 13F portfolio, value $2,098,455.

    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 72,385 shares
    Change vs previous 13F +63,305 shares

    0.01% of the 13F portfolio, value $1,812,533.

    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 9,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,806.

    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).