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Lido Advisors, LLC: WDC position timeline

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

Lido Advisors, LLC held 34,896 WDC 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 34,896 shares
    Change vs previous 13F +5,609 shares

    0.08% of the 13F portfolio, value $22,289,157.

    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 29,287 shares
    Change vs previous 13F -9,113 shares

    0.03% of the 13F portfolio, value $7,921,992.

    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 38,400 shares
    Change vs previous 13F +3,091 shares

    0.02% of the 13F portfolio, value $5,056,805.

    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 35,309 shares
    Change vs previous 13F +24,031 shares

    0.02% of the 13F portfolio, value $4,239,320.

    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 11,278 shares
    Change vs previous 13F -9,956 shares

    <0.01% of the 13F portfolio, value $721,710.

    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 21,234 shares
    Change vs previous 13F -6,430 shares

    0.01% of the 13F portfolio, value $858,509.

    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 27,664 shares
    Change vs previous 13F -82,039 shares

    0.01% of the 13F portfolio, value $1,649,616.

    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 109,703 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,491,660.

    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).