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Lido Advisors, LLC: ITOT position timeline

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

Lido Advisors, LLC held 1,634,628 ITOT 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 1,634,628 shares
    Change vs previous 13F -76,422 shares

    0.96% of the 13F portfolio, value $268,520,663.

    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 1,711,050 shares
    Change vs previous 13F -76,600 shares

    0.96% of the 13F portfolio, value $243,705,183.

    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 1,787,650 shares
    Change vs previous 13F -45,418 shares

    1.04% of the 13F portfolio, value $264,664,094.

    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 1,833,068 shares
    Change vs previous 13F -63,113 shares

    1.09% of the 13F portfolio, value $266,986,513.

    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 1,896,181 shares
    Change vs previous 13F +10,363 shares

    1.34% of the 13F portfolio, value $256,060,358.

    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 1,885,818 shares
    Change vs previous 13F -2,736 shares

    1.36% of the 13F portfolio, value $230,088,726.

    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 1,888,554 shares
    Change vs previous 13F +1,583,569 shares

    1.52% of the 13F portfolio, value $242,905,818.

    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 304,985 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $38,312,265.

    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).