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RATIONAL ADVISORS, INC.: MLPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on MLPX, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 667,709 MLPX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 667,709 shares
    Change vs previous 13F -5,490 shares

    4.51% of the 13F portfolio, value $49,183,445.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 673,199 shares
    Change vs previous 13F -110,299 shares

    5.08% of the 13F portfolio, value $49,776,334.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 783,498 shares
    Change vs previous 13F -24,517 shares

    4.86% of the 13F portfolio, value $47,425,134.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 808,015 shares
    Change vs previous 13F -9,251 shares

    5.04% of the 13F portfolio, value $50,670,621.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 817,266 shares
    Change vs previous 13F -7,494 shares

    5.07% of the 13F portfolio, value $51,209,888.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 824,760 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $52,627,936.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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