Position in MLI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,276
-$143,519 QoQ
Shares Held
6,712
+6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#554
of 737 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $766,366 across 2 Metal Fabrication names. MLI ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
908 | $560,090 | |
| 2 | MLI |
Mueller Industries Inc
This page
|
6,712 | $206,276 |
All Filings in MLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,276 | 3,356 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $349,795 | 3,157 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $320,062 | 2,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,084 | 2,058 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||