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Mountain Capital Investment Advisors Inc.: HTRB position timeline

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

Mountain Capital Investment Advisors Inc. held 1,322,766 HTRB 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 1,322,766 shares
    Change vs previous 13F +87,428 shares

    6.35% of the 13F portfolio, value $44,623,529.

    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 1,235,338 shares
    Change vs previous 13F +36,273 shares

    6.23% of the 13F portfolio, value $41,964,417.

    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 1,199,065 shares
    Change vs previous 13F +53,558 shares

    6.62% of the 13F portfolio, value $41,055,977.

    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 1,145,507 shares
    Change vs previous 13F +41,865 shares

    6.94% of the 13F portfolio, value $39,405,443.

    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 1,103,642 shares
    Change vs previous 13F +119,563 shares

    7.18% of the 13F portfolio, value $37,369,347.

    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 984,079 shares
    Change vs previous 13F -15,064 shares

    7.09% of the 13F portfolio, value $33,074,907.

    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 999,143 shares
    Change vs previous 13F +15,610 shares

    6.89% of the 13F portfolio, value $33,301,447.

    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 983,533 shares
    Change vs previous 13F not available

    7.27% of the 13F portfolio, value $33,154,895.

    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).