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Disclosery

Lido Advisors, LLC: WSFS position timeline

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

Lido Advisors, LLC held 6,655 WSFS 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 6,655 shares
    Change vs previous 13F -1,598 shares

    <0.01% of the 13F portfolio, value $510,669.

    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 8,253 shares
    Change vs previous 13F +1,624 shares

    <0.01% of the 13F portfolio, value $540,294.

    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 6,629 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $359,695.

    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 6,389 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $344,611.

    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 6,164 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $339,056.

    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 6,334 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $328,553.

    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 6,389 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $339,434.

    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 4,727 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,049.

    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).