Position in MLI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$414,397
+$218,503 QoQ
Shares Held
6,742
+90.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#445
of 737 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $6,008,042 across 4 Metal Fabrication names. MLI ranks #2 (6.9% of the industry book) .
All Filings in MLI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,397 | 3,371 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $195,894 | 1,768 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||