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Lido Advisors, LLC: IUSG position timeline

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

Lido Advisors, LLC held 30,575 IUSG 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 30,575 shares
    Change vs previous 13F -3,936 shares

    0.02% of the 13F portfolio, value $5,750,901.

    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 34,511 shares
    Change vs previous 13F -1,492 shares

    0.02% of the 13F portfolio, value $5,353,032.

    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 36,003 shares
    Change vs previous 13F +1,643 shares

    0.02% of the 13F portfolio, value $5,931,285.

    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 34,360 shares
    Change vs previous 13F -3,934 shares

    0.02% of the 13F portfolio, value $5,653,594.

    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 38,294 shares
    Change vs previous 13F -1,916 shares

    0.03% of the 13F portfolio, value $5,759,418.

    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 40,210 shares
    Change vs previous 13F -970 shares

    0.03% of the 13F portfolio, value $5,109,887.

    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 41,180 shares
    Change vs previous 13F +936 shares

    0.04% of the 13F portfolio, value $5,738,433.

    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 40,244 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,308,586.

    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).