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Lido Advisors, LLC: ACWI position timeline

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

Lido Advisors, LLC held 217,934 ACWI 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 217,934 shares
    Change vs previous 13F -1,812 shares

    0.12% of the 13F portfolio, value $34,209,244.

    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 219,746 shares
    Change vs previous 13F -116,899 shares

    0.12% of the 13F portfolio, value $30,406,573.

    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 336,645 shares
    Change vs previous 13F -6,985 shares

    0.18% of the 13F portfolio, value $46,863,872.

    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 343,630 shares
    Change vs previous 13F +238,258 shares

    0.19% of the 13F portfolio, value $47,503,603.

    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 105,372 shares
    Change vs previous 13F -56,579 shares

    0.07% of the 13F portfolio, value $13,550,871.

    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 161,951 shares
    Change vs previous 13F -4,067 shares

    0.11% of the 13F portfolio, value $18,849,566.

    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 166,018 shares
    Change vs previous 13F -8,415 shares

    0.12% of the 13F portfolio, value $19,507,087.

    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 174,433 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $20,853,489.

    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).