Position in MLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$621,288
+$57,427 QoQ
Shares Held
10,108
-0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 737 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,768,610 across 2 Metal Fabrication names. MLI ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
1,860 | $1,147,322 | |
| 2 | MLI |
Mueller Industries Inc
This page
|
10,108 | $621,288 |
All Filings in MLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,288 | 5,054 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $563,861 | 5,089 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $623,938 | 5,435 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $294,913 | 3,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $298,697 | 3,923 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $293,711 | 3,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $245,419 | 3,312 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||