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Mountain Capital Investment Advisors Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mountain Capital Investment Advisors Inc. on AAPL, newest first. How the timeline and the estimate are built.

Mountain Capital Investment Advisors Inc. held 22,730 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,730 shares
    Change vs previous 13F -696 shares

    0.94% of the 13F portfolio, value $6,577,296.

    13F-HR 0001951757-26-001003 filed by Mountain Capital Investment 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 23,426 shares
    Change vs previous 13F -307 shares

    0.93% of the 13F portfolio, value $6,268,917.

    13F-HR 0001951757-26-000819 filed by Mountain Capital Investment 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 23,733 shares
    Change vs previous 13F -334 shares

    0.95% of the 13F portfolio, value $5,886,789.

    13F-HR 0001951757-26-000326 filed by Mountain Capital Investment 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 24,067 shares
    Change vs previous 13F -221 shares

    1.08% of the 13F portfolio, value $6,147,902.

    13F-HR 0001951757-25-001387 filed by Mountain Capital Investment 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 24,288 shares
    Change vs previous 13F -8 shares

    0.97% of the 13F portfolio, value $5,047,580.

    13F-HR 0001951757-25-000997 filed by Mountain Capital Investment 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 24,296 shares
    Change vs previous 13F +338 shares

    1.09% of the 13F portfolio, value $5,062,571.

    13F-HR 0001951757-25-000465 filed by Mountain Capital Investment Advisors Inc.
    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 23,958 shares
    Change vs previous 13F +219 shares

    1.14% of the 13F portfolio, value $5,510,052.

    13F-HR 0001951757-25-000250 filed by Mountain Capital Investment Advisors Inc.
    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 23,739 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $5,323,006.

    13F-HR 0001951757-24-001209 filed by Mountain Capital Investment Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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