Position in AIT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$234,676
New position
Shares Held
694
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#481
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MBL Wealth, LLC holds $460,106 across 2 Industrial Distribution names. AIT ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
694 | $234,676 | |
| 2 | POOL |
Pool Corp
|
1,049 | $225,430 |
All Filings in AIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,676 | 694 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||