M.D. Sass, LLC: MLM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.D. Sass, LLC on MLM, newest first. How the timeline and the estimate are built.
M.D. Sass, LLC held 107,511 MLM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 107,511 sharesChange vs previous 13F +4,402 shares
4.11% of the 13F portfolio, value $62,001,777.
13F-HR 0001172661-26-003181 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 103,109 sharesChange vs previous 13F +11,905 shares
4.6% of the 13F portfolio, value $60,698,024.
13F-HR 0001172661-26-001945 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 91,204 sharesChange vs previous 13F -6,031 shares
4.48% of the 13F portfolio, value $56,788,929.
13F-HR 0001172661-26-000587 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 97,235 sharesChange vs previous 13F -25,797 shares
5% of the 13F portfolio, value $61,285,399.
13F-HR 0001172661-25-004587 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 123,032 sharesChange vs previous 13F -1,324 shares
5.44% of the 13F portfolio, value $67,539,914.
13F-HR 0001172661-25-003127 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 124,356 sharesChange vs previous 13F +24,198 shares
5.23% of the 13F portfolio, value $59,458,519.
13F-HR 0001172661-25-001624 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 100,158 sharesChange vs previous 13F -1,925 shares
3.96% of the 13F portfolio, value $51,731,664.
13F-HR 0001172661-25-000668 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 102,083 sharesChange vs previous 13F not available
4.27% of the 13F portfolio, value $54,946,175.
13F-HR 0001172661-24-004650 filed by M.D. Sass, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).