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Mountain Capital Investment Advisors Inc.: ULCC position timeline

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

Mountain Capital Investment Advisors Inc. held 109,529 ULCC 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 109,529 shares
    Change vs previous 13F -31,006 shares

    0.12% of the 13F portfolio, value $866,374.

    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 140,535 shares
    Change vs previous 13F +19,858 shares

    0.08% of the 13F portfolio, value $539,654.

    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 120,677 shares
    Change vs previous 13F -30,039 shares

    0.1% of the 13F portfolio, value $632,347.

    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 150,716 shares
    Change vs previous 13F -4,138 shares

    0.11% of the 13F portfolio, value $630,747.

    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 154,854 shares
    Change vs previous 13F +432 shares

    0.12% of the 13F portfolio, value $605,479.

    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 154,422 shares
    Change vs previous 13F -7,770 shares

    0.11% of the 13F portfolio, value $498,783.

    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 162,192 shares
    Change vs previous 13F -1,800 shares

    0.29% of the 13F portfolio, value $1,391,607.

    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 163,992 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,093,827.

    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).