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Disclosery

Lido Advisors, LLC: IX position timeline

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

Lido Advisors, LLC held 25,563 IX 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 25,563 shares
    Change vs previous 13F +2,330 shares

    <0.01% of the 13F portfolio, value $972,418.

    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 23,233 shares
    Change vs previous 13F +6,036 shares

    <0.01% of the 13F portfolio, value $696,793.

    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 17,197 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $454,971.

    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 17,197 shares
    Change vs previous 13F +4,313 shares

    <0.01% of the 13F portfolio, value $449,221.

    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 12,884 shares
    Change vs previous 13F -2,316 shares

    <0.01% of the 13F portfolio, value $290,149.

    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 15,200 shares
    Change vs previous 13F +12,820 shares

    <0.01% of the 13F portfolio, value $317,533.

    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 2,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,776.

    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).