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Disclosery

Lido Advisors, LLC: WELL position timeline

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

Lido Advisors, LLC held 50,575 WELL 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 50,575 shares
    Change vs previous 13F +695 shares

    0.04% of the 13F portfolio, value $11,479,477.

    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 49,880 shares
    Change vs previous 13F -21,675 shares

    0.04% of the 13F portfolio, value $9,862,315.

    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 71,555 shares
    Change vs previous 13F +1,129 shares

    0.05% of the 13F portfolio, value $12,950,776.

    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 70,426 shares
    Change vs previous 13F +28,007 shares

    0.05% of the 13F portfolio, value $12,545,903.

    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 42,419 shares
    Change vs previous 13F -50,336 shares

    0.03% of the 13F portfolio, value $6,521,153.

    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 92,755 shares
    Change vs previous 13F +22,636 shares

    0.08% of the 13F portfolio, value $14,211,078.

    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 70,119 shares
    Change vs previous 13F +59,136 shares

    0.06% of the 13F portfolio, value $8,837,146.

    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 10,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,406,226.

    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).