Position in MLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,212,196
+$1,138,494 QoQ
Shares Held
68,530
+23.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#195
of 737 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $6,286,834 across 3 Metal Fabrication names. MLI ranks #1 (67.0% 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 | $4,212,196 | 34,265 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,073,702 | 27,741 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,969,738 | 17,158 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,551,532 | 15,345 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,000,288 | 12,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $852,387 | 11,195 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $757,649 | 9,547 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $222,522 | 3,003 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||