Position in MLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$868,623
+$192,300 QoQ
Shares Held
14,132
+15.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 737 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $11,158,107 across 3 Metal Fabrication names. MLI ranks #3 (7.8% of the industry book) .
All Filings in MLI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,623 | 7,066 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $676,323 | 6,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $553,336 | 4,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,369 | 2,585 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||