Skip to content
Disclosery

Lido Advisors, LLC: IDV position timeline

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

Lido Advisors, LLC held 274,269 IDV 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 274,269 shares
    Change vs previous 13F -10,928 shares

    0.04% of the 13F portfolio, value $11,363,016.

    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 285,197 shares
    Change vs previous 13F +211,570 shares

    0.05% of the 13F portfolio, value $12,138,044.

    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 73,627 shares
    Change vs previous 13F +2,362 shares

    0.01% of the 13F portfolio, value $2,778,688.

    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 71,265 shares
    Change vs previous 13F -1,606 shares

    0.01% of the 13F portfolio, value $2,604,771.

    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 72,871 shares
    Change vs previous 13F -1,812 shares

    0.01% of the 13F portfolio, value $2,514,811.

    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 74,683 shares
    Change vs previous 13F +1,119 shares

    0.01% of the 13F portfolio, value $2,316,689.

    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 73,564 shares
    Change vs previous 13F +28,021 shares

    0.01% of the 13F portfolio, value $2,014,175.

    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 45,543 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,376,787.

    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).