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Lido Advisors, LLC: IEI position timeline

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

Lido Advisors, LLC held 103,271 IEI 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 103,271 shares
    Change vs previous 13F -14,658 shares

    0.04% of the 13F portfolio, value $12,129,319.

    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 117,929 shares
    Change vs previous 13F -31,496 shares

    0.05% of the 13F portfolio, value $13,986,499.

    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 149,425 shares
    Change vs previous 13F -11,240 shares

    0.07% of the 13F portfolio, value $17,835,209.

    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 160,665 shares
    Change vs previous 13F -17,941 shares

    0.08% of the 13F portfolio, value $19,201,182.

    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 178,606 shares
    Change vs previous 13F -58,915 shares

    0.11% of the 13F portfolio, value $21,270,300.

    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 237,521 shares
    Change vs previous 13F -82,573 shares

    0.17% of the 13F portfolio, value $28,059,565.

    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 320,094 shares
    Change vs previous 13F +307,602 shares

    0.23% of the 13F portfolio, value $36,986,852.

    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 12,492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,494,117.

    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).