Lido Advisors, LLC

Position in SIZE — iShares MSCI USA Size Factor ETF

CIK 1650150 Los Angeles, CA

All Filings in SIZE

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SIZE	$16,534,406	103,690	-5.7%	Shares	Defined	2026-05-13
2025-12-31 SIZE	$17,758,804	109,914	+0.0%	Shares	Sole	2026-02-10
2025-09-30 SIZE	$17,671,650	109,912	+641.8%	Shares	Defined	2025-11-14
2025-06-30 SIZE	$2,289,664	14,816	-22.1%	Shares	Sole	2025-08-13
2025-03-31 SIZE	$2,767,868	19,031	+9.8%	Shares	Sole	2025-05-15
2024-12-31 SIZE	$2,573,059	17,327	-12.2%	Shares	Sole	2025-02-14
2024-09-30 SIZE	$2,936,668	19,737	-36.2%	Shares	Sole	2024-11-14
2024-06-30 SIZE	$4,255,178	30,940	+4.6%	Shares	Sole	2024-08-15
2024-03-31 SIZE	$4,209,649	29,585	+15.2%	Shares	Sole	2024-05-15
2023-12-31 SIZE	$3,386,685	25,682	-14.2%	Shares	Sole	2024-02-14
2023-09-30 SIZE	$3,513,066	29,929	-34.3%	Shares	Sole	2023-11-14
2023-06-30 SIZE	$5,594,120	45,577	+9.7%	Shares	Sole	2023-08-09
2023-03-31 SIZE	$4,894,607	41,529	+0.5%	Shares	Sole	2023-05-15
2022-12-31 SIZE	$4,701,143	41,336	-8.7%	Shares	Sole	2023-02-14
2022-09-30 SIZE	$4,718,736	45,268	-6.1%	Shares	Sole	2022-11-14
2022-06-30 SIZE	$5,306,746	48,230	-2.0%	Shares	Sole	2022-08-15
2022-03-31 SIZE	$6,411,063	49,191	-15.1%	Shares	Sole	2022-05-17
2021-12-31 SIZE	$7,949,138	57,913	+3.6%	Shares	Sole	2022-02-15
2021-09-30 SIZE	$7,136,131	55,882	+22.0%	Shares	Sole	2022-02-15
2021-06-30 SIZE	$5,929,377	45,815	+7.1%	Shares	Sole	2021-08-12
2021-03-31 SIZE	$5,136,181	42,773	+100.0%	Shares	Sole	2021-05-13
2020-12-31 SIZE	$2,377,815	21,389	+111.1%	Shares	Sole	2021-02-08
2020-09-30 SIZE	$949,983	10,131	+85.1%	Shares	Sole	2020-11-12
2020-06-30 SIZE	$479,467	5,474	+70.7%	Shares	Sole	2020-08-12
2020-03-31 SIZE	$228,844	3,206	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.