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Disclosery

YCG, LLC: MLM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YCG, LLC on MLM, newest first. How the timeline and the estimate are built.

YCG, LLC held 31,544 MLM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,544 shares
    Change vs previous 13F +8,922 shares

    1.6% of the 13F portfolio, value $18,191,425.

    13F-HR 0001584801-26-000004 filed by YCG, 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 22,622 shares
    Change vs previous 13F +2,113 shares

    1.21% of the 13F portfolio, value $13,317,119.

    13F-HR 0001584801-26-000003 filed by YCG, 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 20,509 shares
    Change vs previous 13F +138 shares

    0.96% of the 13F portfolio, value $12,770,134.

    13F-HR 0001584801-26-000002 filed by YCG, 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 20,371 shares
    Change vs previous 13F +961 shares

    0.96% of the 13F portfolio, value $12,839,434.

    13F-HR 0001584801-25-000008 filed by YCG, 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 19,410 shares
    Change vs previous 13F -100 shares

    0.82% of the 13F portfolio, value $10,655,314.

    13F-HR 0001584801-25-000004 filed by YCG, 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 19,510 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,328,316.

    13F-HR 0001584801-25-000003 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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