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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

  1. period ended2026-06-30
    13F 5,061 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,870 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,626 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,704 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,972 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,560 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,512 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,828 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).