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Lido Advisors, LLC: IRM position timeline

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

Lido Advisors, LLC held 23,651 IRM 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 23,651 shares
    Change vs previous 13F +2,943 shares

    0.01% of the 13F portfolio, value $3,005,783.

    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 20,708 shares
    Change vs previous 13F -507 shares

    0.01% of the 13F portfolio, value $2,131,094.

    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 21,215 shares
    Change vs previous 13F +714 shares

    0.01% of the 13F portfolio, value $2,142,656.

    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 20,501 shares
    Change vs previous 13F +2,025 shares

    0.01% of the 13F portfolio, value $2,105,255.

    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 18,476 shares
    Change vs previous 13F -14,783 shares

    0.01% of the 13F portfolio, value $1,909,301.

    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 33,259 shares
    Change vs previous 13F +6,971 shares

    0.02% of the 13F portfolio, value $2,886,900.

    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 26,288 shares
    Change vs previous 13F -65,690 shares

    0.02% of the 13F portfolio, value $2,781,853.

    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 91,978 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $10,929,814.

    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).