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Mountain Capital Investment Advisors Inc.: VB position timeline

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

Mountain Capital Investment Advisors Inc. held 146,186 VB 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 146,186 shares
    Change vs previous 13F +2,493 shares

    6.31% of the 13F portfolio, value $44,311,863.

    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 143,693 shares
    Change vs previous 13F +7,244 shares

    6.05% of the 13F portfolio, value $40,746,905.

    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 136,449 shares
    Change vs previous 13F +5,242 shares

    6.04% of the 13F portfolio, value $37,477,154.

    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 131,207 shares
    Change vs previous 13F -9,255 shares

    5.89% of the 13F portfolio, value $33,452,562.

    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 140,462 shares
    Change vs previous 13F -27,940 shares

    6.46% of the 13F portfolio, value $33,632,142.

    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 168,402 shares
    Change vs previous 13F +14,773 shares

    7.78% of the 13F portfolio, value $36,257,007.

    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 153,629 shares
    Change vs previous 13F +56,365 shares

    7.9% of the 13F portfolio, value $38,179,756.

    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 97,264 shares
    Change vs previous 13F not available

    5.4% of the 13F portfolio, value $24,627,215.

    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).