Position in MLI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$132,641
-$108,570 QoQ
Shares Held
4,316
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 737 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $14,810,063 across 4 Metal Fabrication names. MLI ranks #4 (0.9% of the industry book) .
All Filings in MLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,641 | 2,158 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $241,211 | 2,177 | Shares | Sole | 2026-04-21 | |
| 2023-12-31 | $373,993 | 7,932 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||