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Disclosery

Lido Advisors, LLC: IWF position timeline

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

Lido Advisors, LLC held 1,288,697 IWF 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 1,288,697 shares
    Change vs previous 13F +962,401 shares

    0.57% of the 13F portfolio, value $160,023,074.

    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 326,296 shares
    Change vs previous 13F -49,184 shares

    0.55% of the 13F portfolio, value $139,143,058.

    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 375,480 shares
    Change vs previous 13F -1,109 shares

    0.7% of the 13F portfolio, value $176,581,408.

    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 376,589 shares
    Change vs previous 13F +85,894 shares

    0.72% of the 13F portfolio, value $176,412,148.

    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 290,695 shares
    Change vs previous 13F +82,290 shares

    0.65% of the 13F portfolio, value $123,423,482.

    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 208,405 shares
    Change vs previous 13F +4,003 shares

    0.44% of the 13F portfolio, value $75,253,024.

    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 204,402 shares
    Change vs previous 13F +53,136 shares

    0.51% of the 13F portfolio, value $82,083,870.

    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 151,266 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $56,782,325.

    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).