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Equibles

Allworth Financial LP

Position in MRLN — Merlin, Inc.

CIK 1555170 FOLSOM, CA
Back to MRLN Full portfolio

Position in MRLN

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$512
-$7,499 QoQ
Shares Held
90
-91.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 62 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MRLN Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Allworth Financial LP holds $106,107,878 across 66 Aerospace & Defense names. MRLN ranks #62 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GE
General Electric Co
 56,890 $21,261,499
2 GD
General Dynamics Corp
 54,039 $19,142,775
3 HONA
Honeywell Aerospace Inc.
 74,489 $16,468,028
4 LMT
Lockheed Martin Corp
 28,956 $14,751,923
5 BA
Boeing Co
 42,666 $9,235,909
6 HWM
Howmet Aerospace Inc.
 17,930 $4,820,659
7 AXON
Axon Enterprise, Inc.
 6,211 $3,481,948
8 HEI
Heico Corp
 9,703 $3,363,137

All Filings in MRLN

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $512 90
2026-03-31 $8,011 1,090