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JIM SAULNIER & ASSOCIATES, LLC: MLRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JIM SAULNIER & ASSOCIATES, LLC on MLRG, newest first. How the timeline and the estimate are built.

JIM SAULNIER & ASSOCIATES, LLC held 16,217 MLRG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,217 shares
    Change vs previous 13F -18,798 shares

    0.68% of the 13F portfolio, value $1,680,848.

    13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, 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 35,015 shares
    Change vs previous 13F -677 shares

    1.53% of the 13F portfolio, value $3,146,463.

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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 35,692 shares
    Change vs previous 13F -414 shares

    1.75% of the 13F portfolio, value $3,368,617.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, 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 36,106 shares
    Change vs previous 13F -2,992 shares

    1.86% of the 13F portfolio, value $3,336,896.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, 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 39,098 shares
    Change vs previous 13F -2,546 shares

    2.29% of the 13F portfolio, value $3,353,867.

    13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, 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 41,644 shares
    Change vs previous 13F +1,470 shares

    2.5% of the 13F portfolio, value $3,217,424.

    13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, 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 40,174 shares
    Change vs previous 13F +7,977 shares

    2.81% of the 13F portfolio, value $3,260,482.

    13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, 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 32,197 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $2,550,967.

    13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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