MLP β€” MAUI LD & PINEAPPLE INC

Ownership history in STEINBERGANNA WEALTH MANAGEMENT  Β·  3 quarters on record

AI Ownership Summary

STEINBERGANNA WEALTH MANAGEMENT reported MAUI LD & PINEAPPLE INC (MLP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows MLP at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEINBERGANNA WEALTH MANAGEMENT's position in MAUI LD & PINEAPPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLP was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEINBERGANNA WEALTH MANAGEMENT held MLP β€” position size vs. price
% of Fund (quarterly)    MLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,317 +1,200 +7.9% 0.12% $251K 2026-04-15 $16.19
2025 Q4 REDUCED 15,117 -1,200 -7.4% 0.12% $256K 2026-01-26 $16.88
2025 Q3 INITIATED 16,317 β€” β€” 0.14% $304K 2025-10-23 $15.75

🏒 Other funds also holding MLP

As of 2026 Q1 β€” sorted by position size

NBC SECURITIES, INC. 0.05% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About STEINBERGANNA WEALTH MANAGEMENT and MLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEINBERGANNA WEALTH MANAGEMENT reported owning MLP?

STEINBERGANNA WEALTH MANAGEMENT reported MLP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MLP position in STEINBERGANNA WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for MLP was 0.14% in 2025 Q3.

What is the latest reported MLP position on this page?

The most recent filing on this page is 2026 Q1, when STEINBERGANNA WEALTH MANAGEMENT reported 16,317 shares, equal to 0.12% of portfolio, with an estimated market value of $251K.

What does the chart on this MLP ownership page compare?

The chart compares STEINBERGANNA WEALTH MANAGEMENT's quarterly MLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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