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Lido Advisors, LLC: WMT position timeline

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

Lido Advisors, LLC held 867,964 WMT 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 867,964 shares
    Change vs previous 13F +76,149 shares

    0.35% of the 13F portfolio, value $98,306,299.

    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 791,815 shares
    Change vs previous 13F -161,403 shares

    0.39% of the 13F portfolio, value $98,540,101.

    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 953,218 shares
    Change vs previous 13F +2,795 shares

    0.4% of the 13F portfolio, value $100,744,382.

    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 950,423 shares
    Change vs previous 13F +235,961 shares

    0.4% of the 13F portfolio, value $97,950,975.

    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 714,462 shares
    Change vs previous 13F +155,995 shares

    0.37% of the 13F portfolio, value $69,860,100.

    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 558,467 shares
    Change vs previous 13F +184,424 shares

    0.29% of the 13F portfolio, value $49,116,090.

    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 374,043 shares
    Change vs previous 13F -3,731 shares

    0.21% of the 13F portfolio, value $33,872,130.

    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 377,774 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $30,505,307.

    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).