Position in MLI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,156,806
+$193,209 QoQ
Shares Held
35,090
-1.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#248
of 737 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,576,634 across 3 Metal Fabrication names. MLI ranks #1 (60.3% of the industry book) .
All Filings in MLI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,156,806 | 17,545 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,963,597 | 17,722 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,973,641 | 17,192 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||