Lido Advisors, LLC: CDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on CDW, newest first. How the timeline and the estimate are built.
Lido Advisors, LLC held 5,061 CDW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,061 sharesChange vs previous 13F +191 shares
<0.01% of the 13F portfolio, value $711,936.
13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,870 sharesChange vs previous 13F -756 shares
<0.01% of the 13F portfolio, value $589,641.
13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,626 sharesChange vs previous 13F -78 shares
<0.01% of the 13F portfolio, value $872,169.
13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,704 sharesChange vs previous 13F -268 shares
<0.01% of the 13F portfolio, value $908,731.
13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,972 sharesChange vs previous 13F -6,588 shares
0.01% of the 13F portfolio, value $1,066,694.
13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,560 sharesChange vs previous 13F -2,952 shares
0.01% of the 13F portfolio, value $2,012,873.
13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,512 sharesChange vs previous 13F -27,316 shares
0.02% of the 13F portfolio, value $2,699,643.
13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 42,828 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $9,692,007.
13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).