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Disclosery

Lido Advisors, LLC: IYR position timeline

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

Lido Advisors, LLC held 15,390 IYR 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 15,390 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $1,573,633.

    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 15,340 shares
    Change vs previous 13F -109 shares

    0.01% of the 13F portfolio, value $1,450,602.

    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 15,449 shares
    Change vs previous 13F +518 shares

    0.01% of the 13F portfolio, value $1,497,708.

    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 14,931 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $1,449,591.

    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 14,927 shares
    Change vs previous 13F -1,025 shares

    0.01% of the 13F portfolio, value $1,414,666.

    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 15,952 shares
    Change vs previous 13F -544 shares

    0.01% of the 13F portfolio, value $1,527,495.

    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 16,496 shares
    Change vs previous 13F -326 shares

    0.01% of the 13F portfolio, value $1,535,082.

    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 16,822 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,713,741.

    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).