Position in MLI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$764,440
-$417,352 QoQ
Shares Held
24,874
+16.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#366
of 737 holders
Holding Since
Jun 2023
13 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, 2026Sequoia Financial Advisors, LLC holds $10,076,621 across 4 Metal Fabrication names. MLI ranks #3 (7.6% of the industry book) .
All Filings in MLI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,440 | 12,437 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,181,792 | 10,666 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,517,311 | 13,217 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $935,975 | 9,257 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $581,243 | 7,314 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $372,020 | 4,886 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $391,720 | 4,936 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $399,695 | 5,394 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $273,425 | 4,802 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $290,952 | 5,395 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $262,766 | 5,573 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $227,359 | 3,025 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $260,268 | 2,982 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||