Position in WS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,916,214
-$899,495 QoQ
Shares Held
161,984
-3.6% QoQ
Ownership
0.318%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WS 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.
All Filings in WS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,916,214 | 161,984 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,815,709 | 167,987 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,105,124 | 167,987 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,127,299 | 171,884 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,403,696 | 173,853 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,754,742 | 180,853 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||