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Lido Advisors, LLC: IWM position timeline

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

Lido Advisors, LLC held 235,920 IWM 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 235,920 shares
    Change vs previous 13F -721 shares

    0.25% of the 13F portfolio, value $70,882,660.

    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 236,641 shares
    Change vs previous 13F +55,493 shares

    0.23% of the 13F portfolio, value $58,684,305.

    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 181,148 shares
    Change vs previous 13F +14,220 shares

    0.17% of the 13F portfolio, value $44,175,957.

    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 166,928 shares
    Change vs previous 13F +5,078 shares

    0.17% of the 13F portfolio, value $40,390,069.

    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 161,850 shares
    Change vs previous 13F +9,838 shares

    0.18% of the 13F portfolio, value $34,925,784.

    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 152,012 shares
    Change vs previous 13F -9,939 shares

    0.18% of the 13F portfolio, value $30,325,154.

    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 161,951 shares
    Change vs previous 13F +66,835 shares

    0.22% of the 13F portfolio, value $35,784,572.

    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 95,116 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $21,010,289.

    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).