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Mountain Capital Investment Advisors Inc.: FNDF position timeline

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

Mountain Capital Investment Advisors Inc. held 2,921,147 FNDF 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 2,921,147 shares
    Change vs previous 13F +12,257 shares

    21.95% of the 13F portfolio, value $154,119,695.

    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 2,908,890 shares
    Change vs previous 13F +264,318 shares

    22% of the 13F portfolio, value $148,237,051.

    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 2,644,572 shares
    Change vs previous 13F +39,923 shares

    20.56% of the 13F portfolio, value $127,441,917.

    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 2,604,649 shares
    Change vs previous 13F not available

    19.86% of the 13F portfolio, value $112,755,275.

    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).