Position in MLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$719,754
+$119,662 QoQ
Shares Held
11,710
+8.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#375
of 737 holders
Holding Since
Sep 2024
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, 2026Compound Planning, Inc. holds $2,489,860 across 3 Metal Fabrication names. MLI ranks #2 (28.9% 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 | $719,754 | 5,855 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $600,092 | 5,416 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $655,393 | 5,709 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $526,277 | 5,205 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $374,462 | 4,712 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $402,552 | 5,287 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $342,438 | 4,315 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $292,028 | 3,941 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||