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Lido Advisors, LLC: IBTG position timeline

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

Lido Advisors, LLC held 166,312 IBTG 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 166,312 shares
    Change vs previous 13F -41,425 shares

    0.01% of the 13F portfolio, value $3,806,904.

    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 207,737 shares
    Change vs previous 13F -31,827 shares

    0.02% of the 13F portfolio, value $4,760,336.

    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 239,564 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $5,497,670.

    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 239,414 shares
    Change vs previous 13F -2,415 shares

    0.02% of the 13F portfolio, value $5,494,552.

    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 241,829 shares
    Change vs previous 13F -10,879 shares

    0.03% of the 13F portfolio, value $5,545,150.

    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 252,708 shares
    Change vs previous 13F -9,159 shares

    0.03% of the 13F portfolio, value $5,797,127.

    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 261,867 shares
    Change vs previous 13F -21,989 shares

    0.04% of the 13F portfolio, value $5,973,194.

    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 283,856 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,547,161.

    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).