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Disclosery

Lido Advisors, LLC: IWP position timeline

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

Lido Advisors, LLC held 192,603 IWP 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 192,603 shares
    Change vs previous 13F -633 shares

    0.1% of the 13F portfolio, value $28,199,030.

    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 193,236 shares
    Change vs previous 13F -11,055 shares

    0.1% of the 13F portfolio, value $24,757,657.

    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 204,291 shares
    Change vs previous 13F -10,281 shares

    0.11% of the 13F portfolio, value $28,342,866.

    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 214,572 shares
    Change vs previous 13F +5,104 shares

    0.13% of the 13F portfolio, value $30,557,558.

    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 209,468 shares
    Change vs previous 13F +29,349 shares

    0.15% of the 13F portfolio, value $29,049,209.

    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 180,119 shares
    Change vs previous 13F +17,259 shares

    0.12% of the 13F portfolio, value $21,162,249.

    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 162,860 shares
    Change vs previous 13F +119,624 shares

    0.13% of the 13F portfolio, value $20,642,410.

    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 43,236 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,071,185.

    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).