IDB Lido Wealth, LLC has filed a 13F-NT form, disclosing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategy and portfolio adjustments.

Founded in New York, IDB Lido Wealth, LLC operates in the wealth management industry. The firm is registered with the SEC under the Central Index Key (CIK) 0002023262. The company’s recent filings include the submission of a 13F-NT on November 4, 2026, following a series of similar filings throughout the year.

The latest filing indicates that IDB Lido Wealth has made adjustments to its investment portfolio. While specific details about the holdings were not disclosed in the filing, the report serves as a notification of changes made by the firm.

This update may affect clients and investors who rely on IDB Lido Wealth’s expertise in managing their assets. Additionally, other firms in the wealth management sector will likely scrutinize this filing to gauge IDB Lido Wealth's market strategies and competitive positioning.

The filing does not say what happens next, leaving stakeholders to await further updates from the firm.

Company Details

IDB Lido Wealth, LLC is registered with the SEC under the Central Index Key (CIK) 0002023262 and has an Employer Identification Number (EIN) of 372014781. The firm is located at 1114 6th Avenue, 9th Floor, New York, NY 10036, and can be reached at the business phone number 646-839-9793.

Filing Specifics

The 13F-NT form filed by IDB Lido Wealth, LLC is classified under the SEC Act of 1934, with the SEC file number 028-24168. The filing was submitted on November 4, 2026, and pertains to the investment holdings as of September 30, 2026. This filing is not an amendment and does not include any additional managers or specific details about the total value of the holdings.

Signature and Compliance

The filing was signed by Tina L Mitchell, who holds the title of Chief Compliance Officer (CCO). The signature was dated November 4, 2026, and indicates compliance with SEC regulations.

The filing does not disclose specific investment holdings or the total value of the portfolio, which limits insights into the firm’s current investment strategy.