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Lido Advisors, LLC: IYW position timeline

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

Lido Advisors, LLC held 51,502 IYW 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 51,502 shares
    Change vs previous 13F -5,420 shares

    0.05% of the 13F portfolio, value $12,990,575.

    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 56,922 shares
    Change vs previous 13F -4,439 shares

    0.04% of the 13F portfolio, value $10,327,099.

    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 61,361 shares
    Change vs previous 13F +6,926 shares

    0.05% of the 13F portfolio, value $12,052,934.

    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 54,435 shares
    Change vs previous 13F +1,614 shares

    0.04% of the 13F portfolio, value $10,661,708.

    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 52,821 shares
    Change vs previous 13F +605 shares

    0.05% of the 13F portfolio, value $9,152,331.

    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 52,216 shares
    Change vs previous 13F -1,457 shares

    0.04% of the 13F portfolio, value $7,333,352.

    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 53,673 shares
    Change vs previous 13F -3,882 shares

    0.05% of the 13F portfolio, value $8,561,843.

    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 57,555 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,726,517.

    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).