Mountain Capital Investment Advisors Inc.: SPY position timeline

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

Mountain Capital Investment Advisors Inc. held 774 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 774 shares
Change vs previous 13F +47 shares
0.08% of the 13F portfolio, value $577,794.
13F-HR 0001951757-26-001003 filed by Mountain Capital Investment Advisors Inc.
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 727 shares
Change vs previous 13F -326 shares
0.08% of the 13F portfolio, value $520,027.
13F-HR 0001951757-26-000819 filed by Mountain Capital Investment Advisors Inc.
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,053 shares
Change vs previous 13F -50 shares
0.12% of the 13F portfolio, value $725,578.
13F-HR 0001951757-26-000326 filed by Mountain Capital Investment Advisors Inc.
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,103 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $737,073.
13F-HR 0001951757-25-001387 filed by Mountain Capital Investment Advisors Inc.
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).