Lido Advisors, LLC: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on ITA, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 21,575 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 21,575 sharesChange vs previous 13F +322 shares
0.02% of the 13F portfolio, value $5,230,428.
13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,253 sharesChange vs previous 13F -1,808 shares
0.02% of the 13F portfolio, value $4,649,312.
13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,061 sharesChange vs previous 13F +206 shares
0.02% of the 13F portfolio, value $4,835,974.
13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,855 sharesChange vs previous 13F +1,904 shares
0.02% of the 13F portfolio, value $4,782,974.
13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,951 sharesChange vs previous 13F -305 shares
0.02% of the 13F portfolio, value $3,952,311.
13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,256 sharesChange vs previous 13F +351 shares
0.02% of the 13F portfolio, value $3,254,323.
13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,905 sharesChange vs previous 13F +877 shares
0.02% of the 13F portfolio, value $3,038,493.
13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,028 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,997,138.
13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).