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Affinity Asset Advisors, LLC: MLYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Affinity Asset Advisors, LLC on MLYS, newest first. How the timeline and the estimate are built.

Affinity Asset Advisors, LLC held 750,000 MLYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 750,000 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $20,235,000.

    13F-HR 0001011438-26-000516 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 750,000 shares
    Change vs previous 13F +20,000 shares

    1.19% of the 13F portfolio, value $20,317,500.

    13F-HR 0001315863-26-000411 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 730,000 shares
    Change vs previous 13F -20,000 shares

    1.9% of the 13F portfolio, value $26,491,700.

    13F-HR 0001315863-26-000153 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 750,000 shares
    Change vs previous 13F -150,000 shares

    2.65% of the 13F portfolio, value $28,440,000.

    13F-HR 0001999371-25-017685 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 900,000 shares
    Change vs previous 13F -200,000 shares

    1.8% of the 13F portfolio, value $12,177,000.

    13F-HR 0001999371-25-011256 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,100,000 shares
    Change vs previous 13F +750,000 shares

    2.73% of the 13F portfolio, value $17,468,000.

    13F-HR 0001999371-25-006074 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 350,000 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $4,308,500.

    13F-HR 0001839882-25-008942 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 350,000 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,238,500.

    13F-HR 0001839882-24-038904 filed by Affinity Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).