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BARLOW WEALTH PARTNERS, LLC: MLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARLOW WEALTH PARTNERS, LLC on MLI, newest first. How the timeline and the estimate are built.

BARLOW WEALTH PARTNERS, LLC held 463,736 MLI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 463,736 shares
    Change vs previous 13F +210,169 shares

    2.79% of the 13F portfolio, value $25,848,641.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, 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 253,567 shares
    Change vs previous 13F -1,396 shares

    3.44% of the 13F portfolio, value $30,968,188.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, 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 254,963 shares
    Change vs previous 13F -44,211 shares

    3.4% of the 13F portfolio, value $31,513,399.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, 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 299,174 shares
    Change vs previous 13F +4,931 shares

    3.47% of the 13F portfolio, value $31,176,969.

    13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, 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 294,243 shares
    Change vs previous 13F +67,406 shares

    2.93% of the 13F portfolio, value $24,466,278.

    13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, 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 226,837 shares
    Change vs previous 13F +4,779 shares

    2.18% of the 13F portfolio, value $16,561,362.

    13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, 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 222,058 shares
    Change vs previous 13F +17,311 shares

    2.28% of the 13F portfolio, value $18,040,015.

    13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, 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 204,747 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $14,719,275.

    13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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