Skip to content
Disclosery

TRAN CAPITAL MANAGEMENT, L.P.: MLM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on MLM, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 43,072 MLM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,072 shares
    Change vs previous 13F -817 shares

    2.86% of the 13F portfolio, value $24,839,812.

    13F-HR 0001104659-26-083830 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 43,889 shares
    Change vs previous 13F -10,264 shares

    3.55% of the 13F portfolio, value $25,836,770.

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 54,153 shares
    Change vs previous 13F +619 shares

    4.04% of the 13F portfolio, value $33,719,112.

    13F-HR 0001104659-26-004950 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 53,534 shares
    Change vs previous 13F -4,775 shares

    4.03% of the 13F portfolio, value $33,741,617.

    13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 58,309 shares
    Change vs previous 13F +2,693 shares

    3.77% of the 13F portfolio, value $32,009,490.

    13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 55,616 shares
    Change vs previous 13F +5,000 shares

    3.58% of the 13F portfolio, value $26,591,835.

    13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 50,616 shares
    Change vs previous 13F -2,594 shares

    2.96% of the 13F portfolio, value $26,143,334.

    13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 53,210 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $28,640,461.

    13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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