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Disclosery

Lido Advisors, LLC: WM position timeline

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

Lido Advisors, LLC held 23,068 WM 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 23,068 shares
    Change vs previous 13F -3,038 shares

    0.02% of the 13F portfolio, value $5,141,744.

    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 26,106 shares
    Change vs previous 13F -244 shares

    0.02% of the 13F portfolio, value $5,999,687.

    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 26,350 shares
    Change vs previous 13F +2,765 shares

    0.02% of the 13F portfolio, value $5,810,893.

    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 23,585 shares
    Change vs previous 13F +1,506 shares

    0.02% of the 13F portfolio, value $5,208,575.

    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 22,079 shares
    Change vs previous 13F +991 shares

    0.03% of the 13F portfolio, value $5,052,239.

    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 21,088 shares
    Change vs previous 13F +963 shares

    0.03% of the 13F portfolio, value $4,882,307.

    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 20,125 shares
    Change vs previous 13F +3,184 shares

    0.03% of the 13F portfolio, value $4,060,931.

    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 16,941 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,516,970.

    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).