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Lido Advisors, LLC: IVE position timeline

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

Lido Advisors, LLC held 2,129,638 IVE 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 2,129,638 shares
    Change vs previous 13F +185,559 shares

    1.73% of the 13F portfolio, value $483,556,360.

    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 1,944,079 shares
    Change vs previous 13F +81,088 shares

    1.61% of the 13F portfolio, value $410,492,999.

    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 1,862,991 shares
    Change vs previous 13F +74,655 shares

    1.52% of the 13F portfolio, value $386,816,878.

    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 1,788,336 shares
    Change vs previous 13F +150,284 shares

    1.51% of the 13F portfolio, value $369,309,555.

    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 1,638,052 shares
    Change vs previous 13F -38,971 shares

    1.68% of the 13F portfolio, value $320,108,262.

    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 1,677,023 shares
    Change vs previous 13F +262,665 shares

    1.88% of the 13F portfolio, value $319,607,265.

    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 1,414,358 shares
    Change vs previous 13F +448,773 shares

    1.69% of the 13F portfolio, value $269,972,638.

    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 965,585 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $190,374,283.

    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).