Skip to content
Disclosery

Mountain Capital Investment Advisors Inc.: HL position timeline

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

Mountain Capital Investment Advisors Inc. held 12,430 HL 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 12,430 shares
    Change vs previous 13F +590 shares

    0.03% of the 13F portfolio, value $191,799.

    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 11,840 shares
    Change vs previous 13F +2,926 shares

    0.03% of the 13F portfolio, value $220,459.

    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 8,914 shares
    Change vs previous 13F -3,739 shares

    0.05% of the 13F portfolio, value $283,544.

    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 12,653 shares
    Change vs previous 13F +761 shares

    0.03% of the 13F portfolio, value $155,127.

    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 11,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $70,996.

    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).