Position in MSB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,023,544
-$495,857 QoQ
Shares Held
79,982
+0.0% QoQ
Ownership
0.610%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 62 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in MSB Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Lido Advisors, LLC holds $7,853,066 across 5 Steel names. MSB ranks #3 (25.8% of the industry book) .
All Filings in MSB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,023,544 | 79,982 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,519,401 | 79,981 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,080,868 | 79,981 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,335,131 | 79,779 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,911,504 | 79,779 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,169,988 | 79,779 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,242,587 | 79,779 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||