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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

  1. period ended2026-06-30
    13F 107,511 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 103,109 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 91,204 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 97,235 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 123,032 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 124,356 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 100,158 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 102,083 shares
    Change 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), ingested

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