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Disclosery

Lido Advisors, LLC: IUSB position timeline

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

Lido Advisors, LLC held 188,838 IUSB 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 188,838 shares
    Change vs previous 13F +83,985 shares

    0.03% of the 13F portfolio, value $8,714,909.

    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 104,853 shares
    Change vs previous 13F +48,549 shares

    0.02% of the 13F portfolio, value $4,843,227.

    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 56,304 shares
    Change vs previous 13F +543 shares

    0.01% of the 13F portfolio, value $2,629,455.

    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 55,761 shares
    Change vs previous 13F +22,385 shares

    0.01% of the 13F portfolio, value $2,604,614.

    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 33,376 shares
    Change vs previous 13F +15,597 shares

    0.01% of the 13F portfolio, value $1,543,001.

    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 17,779 shares
    Change vs previous 13F +9,536 shares

    <0.01% of the 13F portfolio, value $819,264.

    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 8,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,584.

    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).