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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

  1. period ended2026-06-30
    13F 21,575 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,253 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,061 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,855 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,951 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,256 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,905 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,028 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).