Position in MLI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,020,353
+$1,257,829 QoQ
Shares Held
32,870
+138.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 737 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $4,740,697 across 3 Metal Fabrication names. MLI ranks #1 (42.6% of the industry book) .
All Filings in MLI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,353 | 16,435 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $762,524 | 6,882 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $608,668 | 5,302 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $505,649 | 5,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $388,130 | 4,884 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $380,394 | 4,996 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $412,989 | 5,204 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $293,213 | 3,957 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $321,985 | 4,284 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $398,520 | 4,566 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $472,255 | 6,427 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $364,502 | 6,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $331,496 | 5,577 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||