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Lido Advisors, LLC: IWB position timeline

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

Lido Advisors, LLC held 118,488 IWB 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 118,488 shares
    Change vs previous 13F -154,011 shares

    0.17% of the 13F portfolio, value $48,521,315.

    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 272,499 shares
    Change vs previous 13F -9,377 shares

    0.38% of the 13F portfolio, value $97,162,812.

    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 281,876 shares
    Change vs previous 13F +162,537 shares

    0.41% of the 13F portfolio, value $105,053,783.

    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 119,339 shares
    Change vs previous 13F +4,046 shares

    0.18% of the 13F portfolio, value $43,616,679.

    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 115,293 shares
    Change vs previous 13F +87,386 shares

    0.21% of the 13F portfolio, value $39,150,199.

    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 27,907 shares
    Change vs previous 13F -1,009 shares

    0.05% of the 13F portfolio, value $8,560,570.

    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 28,916 shares
    Change vs previous 13F +4,958 shares

    0.06% of the 13F portfolio, value $9,315,848.

    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 23,958 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,532,336.

    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).