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Mountain Capital Investment Advisors Inc.: PSLV position timeline

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

Mountain Capital Investment Advisors Inc. held 21,504 PSLV 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 21,504 shares
    Change vs previous 13F +248 shares

    0.06% of the 13F portfolio, value $405,780.

    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 21,256 shares
    Change vs previous 13F +2,338 shares

    0.08% of the 13F portfolio, value $518,009.

    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 18,918 shares
    Change vs previous 13F +622 shares

    0.1% of the 13F portfolio, value $628,456.

    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 18,296 shares
    Change vs previous 13F +666 shares

    0.05% of the 13F portfolio, value $291,638.

    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 17,630 shares
    Change vs previous 13F +487 shares

    0.04% of the 13F portfolio, value $215,791.

    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 17,143 shares
    Change vs previous 13F +569 shares

    0.04% of the 13F portfolio, value $193,544.

    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 16,574 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $168,723.

    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 16,574 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $172,204.

    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).