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Lido Advisors, LLC: IYH position timeline

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

Lido Advisors, LLC held 21,998 IYH 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 21,998 shares
    Change vs previous 13F -8,822 shares

    0.01% of the 13F portfolio, value $1,474,078.

    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 30,820 shares
    Change vs previous 13F -1,488 shares

    0.01% of the 13F portfolio, value $1,899,775.

    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 32,308 shares
    Change vs previous 13F +3,597 shares

    0.01% of the 13F portfolio, value $1,920,109.

    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 28,711 shares
    Change vs previous 13F -738 shares

    0.01% of the 13F portfolio, value $1,685,932.

    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 29,449 shares
    Change vs previous 13F -2,401 shares

    0.01% of the 13F portfolio, value $1,663,283.

    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 31,850 shares
    Change vs previous 13F -1,169 shares

    0.01% of the 13F portfolio, value $1,939,406.

    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 33,019 shares
    Change vs previous 13F -2,991 shares

    0.01% of the 13F portfolio, value $1,924,026.

    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 36,010 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,340,712.

    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).