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Lido Advisors, LLC: IWX position timeline

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

Lido Advisors, LLC held 911,734 IWX 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 911,734 shares
    Change vs previous 13F -54,847 shares

    0.34% of the 13F portfolio, value $95,878,031.

    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 966,581 shares
    Change vs previous 13F -7,088 shares

    0.35% of the 13F portfolio, value $89,573,109.

    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 973,669 shares
    Change vs previous 13F -19,777 shares

    0.35% of the 13F portfolio, value $89,332,313.

    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 993,446 shares
    Change vs previous 13F -6,093 shares

    0.36% of the 13F portfolio, value $87,304,100.

    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 999,539 shares
    Change vs previous 13F -36,690 shares

    0.44% of the 13F portfolio, value $84,151,173.

    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 1,036,229 shares
    Change vs previous 13F +80,175 shares

    0.5% of the 13F portfolio, value $85,157,342.

    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 956,054 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $75,557,002.

    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).