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Lido Advisors, LLC: IVV position timeline

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

Lido Advisors, LLC held 374,926 IVV 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 374,926 shares
    Change vs previous 13F -45,472 shares

    1% of the 13F portfolio, value $280,779,738.

    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 420,398 shares
    Change vs previous 13F -32,189 shares

    1.08% of the 13F portfolio, value $274,609,469.

    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 452,587 shares
    Change vs previous 13F +38,313 shares

    1.21% of the 13F portfolio, value $307,214,021.

    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 414,274 shares
    Change vs previous 13F +4,396 shares

    1.14% of the 13F portfolio, value $277,275,905.

    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 409,878 shares
    Change vs previous 13F -8,485 shares

    1.34% of the 13F portfolio, value $254,493,774.

    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 418,363 shares
    Change vs previous 13F -17,217 shares

    1.39% of the 13F portfolio, value $235,078,784.

    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 435,580 shares
    Change vs previous 13F +238,504 shares

    1.6% of the 13F portfolio, value $256,418,607.

    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 197,076 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $113,677,880.

    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).