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Lido Advisors, LLC: IJJ position timeline

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

Lido Advisors, LLC held 262,650 IJJ 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 262,650 shares
    Change vs previous 13F +86,055 shares

    0.14% of the 13F portfolio, value $38,801,691.

    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 176,595 shares
    Change vs previous 13F +12,201 shares

    0.09% of the 13F portfolio, value $23,399,145.

    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 164,394 shares
    Change vs previous 13F +7,001 shares

    0.08% of the 13F portfolio, value $21,380,754.

    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 157,393 shares
    Change vs previous 13F +5,656 shares

    0.08% of the 13F portfolio, value $20,417,195.

    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 151,737 shares
    Change vs previous 13F -39,150 shares

    0.1% of the 13F portfolio, value $18,751,781.

    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 190,887 shares
    Change vs previous 13F -7,405 shares

    0.13% of the 13F portfolio, value $22,854,936.

    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 198,292 shares
    Change vs previous 13F -176,035 shares

    0.15% of the 13F portfolio, value $24,778,605.

    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 374,327 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $46,274,407.

    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).