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Disclosery

Lido Advisors, LLC: IWR position timeline

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

Lido Advisors, LLC held 940,349 IWR 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 940,349 shares
    Change vs previous 13F +23,064 shares

    0.37% of the 13F portfolio, value $103,739,586.

    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 917,285 shares
    Change vs previous 13F +31,934 shares

    0.35% of the 13F portfolio, value $89,187,791.

    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 885,351 shares
    Change vs previous 13F -33,592 shares

    0.34% of the 13F portfolio, value $85,268,177.

    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 918,943 shares
    Change vs previous 13F -6,808 shares

    0.36% of the 13F portfolio, value $88,724,076.

    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 925,751 shares
    Change vs previous 13F -20,745 shares

    0.45% of the 13F portfolio, value $85,141,304.

    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 946,496 shares
    Change vs previous 13F +39,660 shares

    0.47% of the 13F portfolio, value $80,518,412.

    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 906,836 shares
    Change vs previous 13F +769,840 shares

    0.5% of the 13F portfolio, value $80,164,259.

    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 136,996 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $12,074,839.

    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).