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Mountain Capital Investment Advisors Inc.: HELO position timeline

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

Mountain Capital Investment Advisors Inc. held 11,194 HELO 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 11,194 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $756,496.

    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 11,190 shares
    Change vs previous 13F -822 shares

    0.11% of the 13F portfolio, value $753,004.

    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 12,012 shares
    Change vs previous 13F +1,254 shares

    0.13% of the 13F portfolio, value $804,674.

    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 10,758 shares
    Change vs previous 13F +3,769 shares

    0.12% of the 13F portfolio, value $700,125.

    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 6,989 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $437,249.

    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 6,984 shares
    Change vs previous 13F +2,137 shares

    0.09% of the 13F portfolio, value $410,813.

    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 4,847 shares
    Change vs previous 13F +1,189 shares

    0.06% of the 13F portfolio, value $303,922.

    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 3,658 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $230,079.

    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).