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Mountain Capital Investment Advisors Inc.: VTV position timeline

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

Mountain Capital Investment Advisors Inc. held 632,277 VTV 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 632,277 shares
    Change vs previous 13F +8,508 shares

    19.62% of the 13F portfolio, value $137,792,096.

    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 623,769 shares
    Change vs previous 13F -59,760 shares

    18.83% of the 13F portfolio, value $126,912,070.

    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 683,529 shares
    Change vs previous 13F +25,457 shares

    21.78% of the 13F portfolio, value $135,058,456.

    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 658,072 shares
    Change vs previous 13F -45,266 shares

    21.66% of the 13F portfolio, value $122,973,940.

    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 703,338 shares
    Change vs previous 13F -25,354 shares

    24.13% of the 13F portfolio, value $125,587,919.

    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 728,692 shares
    Change vs previous 13F +107,665 shares

    25.8% of the 13F portfolio, value $120,292,511.

    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 621,027 shares
    Change vs previous 13F +121,388 shares

    22.46% of the 13F portfolio, value $108,480,887.

    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 499,639 shares
    Change vs previous 13F not available

    19.48% of the 13F portfolio, value $88,820,855.

    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).