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Lido Advisors, LLC: WFC position timeline

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

Lido Advisors, LLC held 311,667 WFC 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 311,667 shares
    Change vs previous 13F +70,716 shares

    0.09% of the 13F portfolio, value $25,756,329.

    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 240,951 shares
    Change vs previous 13F -23,588 shares

    0.08% of the 13F portfolio, value $19,182,572.

    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 264,539 shares
    Change vs previous 13F +9,788 shares

    0.09% of the 13F portfolio, value $22,910,393.

    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 254,751 shares
    Change vs previous 13F +79,313 shares

    0.09% of the 13F portfolio, value $21,353,504.

    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 175,438 shares
    Change vs previous 13F -21,892 shares

    0.07% of the 13F portfolio, value $14,056,162.

    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 197,330 shares
    Change vs previous 13F +59,935 shares

    0.08% of the 13F portfolio, value $14,166,357.

    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 137,395 shares
    Change vs previous 13F +2,798 shares

    0.06% of the 13F portfolio, value $9,650,659.

    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 134,597 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,603,403.

    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).