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Disclosery

Lido Advisors, LLC: IJR position timeline

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

Lido Advisors, LLC held 440,419 IJR 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 440,419 shares
    Change vs previous 13F -192,547 shares

    0.23% of the 13F portfolio, value $65,318,983.

    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 632,966 shares
    Change vs previous 13F +3,693 shares

    0.31% of the 13F portfolio, value $78,684,594.

    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 629,273 shares
    Change vs previous 13F +268,017 shares

    0.3% of the 13F portfolio, value $75,427,068.

    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 361,256 shares
    Change vs previous 13F +96,404 shares

    0.18% of the 13F portfolio, value $42,928,267.

    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 264,852 shares
    Change vs previous 13F -14,951 shares

    0.15% of the 13F portfolio, value $28,945,758.

    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 279,803 shares
    Change vs previous 13F -7,775 shares

    0.17% of the 13F portfolio, value $29,259,223.

    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 287,578 shares
    Change vs previous 13F +150,665 shares

    0.21% of the 13F portfolio, value $33,134,905.

    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 136,913 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $16,013,410.

    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).