Skip to content
Disclosery

Lido Advisors, LLC: IVW position timeline

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

Lido Advisors, LLC held 3,637,150 IVW 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 3,637,150 shares
    Change vs previous 13F -236,757 shares

    1.79% of the 13F portfolio, value $500,217,633.

    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 3,873,907 shares
    Change vs previous 13F +85,467 shares

    1.72% of the 13F portfolio, value $438,177,784.

    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 3,788,440 shares
    Change vs previous 13F +148,991 shares

    1.81% of the 13F portfolio, value $459,648,976.

    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 3,639,449 shares
    Change vs previous 13F +221,311 shares

    1.8% of the 13F portfolio, value $439,354,301.

    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 3,418,138 shares
    Change vs previous 13F +205,322 shares

    1.98% of the 13F portfolio, value $376,337,037.

    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 3,212,816 shares
    Change vs previous 13F +85,339 shares

    1.76% of the 13F portfolio, value $298,245,772.

    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 3,127,477 shares
    Change vs previous 13F +1,038,548 shares

    1.98% of the 13F portfolio, value $317,532,751.

    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 2,088,929 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $200,015,015.

    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).