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Lido Advisors, LLC: WMB position timeline

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

Lido Advisors, LLC held 238,011 WMB 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 238,011 shares
    Change vs previous 13F +182,128 shares

    0.06% of the 13F portfolio, value $17,693,897.

    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 55,883 shares
    Change vs previous 13F +8,623 shares

    0.02% of the 13F portfolio, value $4,067,357.

    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 47,260 shares
    Change vs previous 13F +2,273 shares

    0.01% of the 13F portfolio, value $2,978,356.

    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 44,987 shares
    Change vs previous 13F +6,195 shares

    0.01% of the 13F portfolio, value $2,850,004.

    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 38,792 shares
    Change vs previous 13F -9,754 shares

    0.01% of the 13F portfolio, value $2,436,536.

    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 48,546 shares
    Change vs previous 13F +9,028 shares

    0.02% of the 13F portfolio, value $2,901,138.

    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 39,518 shares
    Change vs previous 13F +2,126 shares

    0.01% of the 13F portfolio, value $2,138,705.

    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 37,392 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,706,969.

    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).