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Lido Advisors, LLC: IWD position timeline

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

Lido Advisors, LLC held 284,963 IWD 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 284,963 shares
    Change vs previous 13F -24,847 shares

    0.25% of the 13F portfolio, value $69,083,804.

    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 309,810 shares
    Change vs previous 13F +127,471 shares

    0.26% of the 13F portfolio, value $66,197,288.

    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 182,339 shares
    Change vs previous 13F -2,739 shares

    0.15% of the 13F portfolio, value $37,837,986.

    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 185,078 shares
    Change vs previous 13F -5,168 shares

    0.15% of the 13F portfolio, value $37,680,236.

    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 190,246 shares
    Change vs previous 13F +47,699 shares

    0.19% of the 13F portfolio, value $36,951,648.

    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 142,547 shares
    Change vs previous 13F +364 shares

    0.16% of the 13F portfolio, value $26,821,744.

    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 142,183 shares
    Change vs previous 13F +91,602 shares

    0.16% of the 13F portfolio, value $26,322,195.

    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 50,581 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $9,600,294.

    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).