Position in MLI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,624,261
-$179,551 QoQ
Shares Held
26,426
-18.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 737 holders
Holding Since
Dec 2023
8 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, 2026AE Wealth Management LLC holds $3,414,169 across 4 Metal Fabrication names. MLI ranks #1 (47.6% of the industry book) .
All Filings in MLI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,261 | 13,213 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,803,812 | 16,280 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,867,902 | 16,271 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,127,442 | 21,041 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,652,566 | 20,795 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,434,923 | 18,846 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $500,513 | 6,307 | Shares | Other | 2025-02-13 | |
| 2023-12-31 | $239,380 | 5,077 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||