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Disclosery

Lido Advisors, LLC: IWS position timeline

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

Lido Advisors, LLC held 308,877 IWS 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 308,877 shares
    Change vs previous 13F -12,349 shares

    0.18% of the 13F portfolio, value $50,841,237.

    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 321,226 shares
    Change vs previous 13F +20,686 shares

    0.18% of the 13F portfolio, value $46,815,755.

    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 300,540 shares
    Change vs previous 13F -34,096 shares

    0.17% of the 13F portfolio, value $42,330,290.

    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 334,636 shares
    Change vs previous 13F -9,066 shares

    0.19% of the 13F portfolio, value $46,738,708.

    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 343,702 shares
    Change vs previous 13F +7,899 shares

    0.24% of the 13F portfolio, value $45,416,886.

    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 335,803 shares
    Change vs previous 13F +39,851 shares

    0.25% of the 13F portfolio, value $42,301,192.

    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 295,952 shares
    Change vs previous 13F +258,685 shares

    0.24% of the 13F portfolio, value $38,278,480.

    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 37,267 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,928,669.

    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).