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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

MLM holding history

Martin Marietta Materials Inc in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MLM overviewAll 13F holders of MLMFull Q2 2026 holdings

Shares (Q2 2026)
1,950
Value
$1.12M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MLM by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,950$1.12M0.1%+2+0.1%AddedHolders
Q1 20261,948$1.15M0.1%−300−13.3%ReducedHolders
Q4 20252,248$1.40M0.1%+329+17.1%AddedHolders
Q3 20251,919$1.21M0.1%00.0%UnchangedHolders
Q2 20251,919$1.05M0.1%+10+0.5%AddedHolders
Q1 20251,909$912.9K0.1%00.0%UnchangedHolders
Q4 20241,909$986.1K0.1%00.0%UnchangedHolders
Q3 20241,909$1.03M0.1%00.0%UnchangedHolders
Q2 20241,909$1.03M0.1%00.0%UnchangedHolders
Q1 20241,909$1.17M0.1%00.0%UnchangedHolders
Q4 20231,909$952.5K0.1%00.0%UnchangedHolders
Q3 20231,909$783.7K0.1%00.0%UnchangedHolders
Q2 20231,909$881.5K0.1%00.0%UnchangedHolders
Q1 20231,909$645.3K0.1%00.0%UnchangedHolders
Q4 20221,909$645.3K0.1%00.0%UnchangedHolders
Q3 20221,909$615.0K0.1%−5−0.3%ReducedHolders
Q2 20221,914$573.0K0.1%00.0%UnchangedHolders
Q1 20221,914$737.0K0.1%+1+0.1%AddedHolders
Q4 20211,913$843.0K0.1%+1,141+147.8%AddedHolders
Q3 2021772$264.0K<0.1%+1+0.1%AddedHolders
Q2 2021771$271.0K<0.1%+1+0.1%AddedHolders
Q1 2021770$259.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.