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Disclosery

Lido Advisors, LLC: IWO position timeline

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

Lido Advisors, LLC held 8,268 IWO 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 8,268 shares
    Change vs previous 13F -853 shares

    0.01% of the 13F portfolio, value $3,257,598.

    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 9,121 shares
    Change vs previous 13F -2,617 shares

    0.01% of the 13F portfolio, value $2,862,406.

    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 11,738 shares
    Change vs previous 13F +1,054 shares

    0.01% of the 13F portfolio, value $3,771,494.

    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 10,684 shares
    Change vs previous 13F +1,268 shares

    0.01% of the 13F portfolio, value $3,419,536.

    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 9,416 shares
    Change vs previous 13F +3,602 shares

    0.01% of the 13F portfolio, value $2,691,763.

    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 5,814 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $1,485,674.

    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 5,976 shares
    Change vs previous 13F +1,351 shares

    0.01% of the 13F portfolio, value $1,719,912.

    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 4,625 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,313,656.

    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).