Position in MLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,299,428
-$978,286 QoQ
Shares Held
42,282
+2.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#306
of 737 holders
Holding Since
Dec 2024
6 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, 2026Merit Financial Group, LLC holds $7,867,385 across 4 Metal Fabrication names. MLI ranks #3 (16.5% of the industry book) .
All Filings in MLI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,428 | 21,141 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,277,714 | 20,557 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,129,308 | 18,548 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,080,965 | 10,691 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $213,456 | 2,686 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $287,283 | 3,620 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||