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Disclosery

Lido Advisors, LLC: HWM position timeline

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

Lido Advisors, LLC held 44,559 HWM 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 44,559 shares
    Change vs previous 13F +2,514 shares

    0.04% of the 13F portfolio, value $11,980,253.

    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 42,045 shares
    Change vs previous 13F -18,998 shares

    0.04% of the 13F portfolio, value $9,690,131.

    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 61,043 shares
    Change vs previous 13F +466 shares

    0.05% of the 13F portfolio, value $12,216,502.

    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 60,577 shares
    Change vs previous 13F +28,123 shares

    0.05% of the 13F portfolio, value $11,887,191.

    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 32,454 shares
    Change vs previous 13F +2,574 shares

    0.03% of the 13F portfolio, value $6,040,770.

    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 29,880 shares
    Change vs previous 13F +27,866 shares

    0.02% of the 13F portfolio, value $3,876,454.

    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 2,014 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,278.

    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).