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Lido Advisors, LLC: AWK position timeline

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

Lido Advisors, LLC held 6,866 AWK 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 6,866 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $903,692.

    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 6,619 shares
    Change vs previous 13F -1,546 shares

    <0.01% of the 13F portfolio, value $901,071.

    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 8,165 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $1,128,965.

    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 8,318 shares
    Change vs previous 13F +931 shares

    <0.01% of the 13F portfolio, value $1,157,943.

    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 7,387 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $1,027,631.

    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 7,394 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $1,090,825.

    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 7,459 shares
    Change vs previous 13F +597 shares

    0.01% of the 13F portfolio, value $928,567.

    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 6,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,003,545.

    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).