Position in MLI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,442
-$214 QoQ
Shares Held
112
+69.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#691
of 737 holders
Holding Since
Jun 2024
9 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, 2026Valued Wealth Advisors LLC holds $14,584 across 5 Metal Fabrication names. MLI ranks #2 (23.6% of the industry book) .
All Filings in MLI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,442 | 56 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,656 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $459 | 4 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $404 | 4 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $317 | 4 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $304 | 4 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $317 | 4 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $296 | 4 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $227 | 4 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||