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Mountain Capital Investment Advisors Inc.: SCHE position timeline

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

Mountain Capital Investment Advisors Inc. held 1,444,034 SCHE 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 1,444,034 shares
    Change vs previous 13F +12,720 shares

    7.46% of the 13F portfolio, value $52,360,666.

    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 1,431,314 shares
    Change vs previous 13F +581,479 shares

    7.59% of the 13F portfolio, value $51,140,865.

    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 849,835 shares
    Change vs previous 13F +87,320 shares

    4.75% of the 13F portfolio, value $29,421,281.

    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 762,515 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $25,605,252.

    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).