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Mountain Capital Investment Advisors Inc.: VUG position timeline

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

Mountain Capital Investment Advisors Inc. held 1,454,679 VUG 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 1,454,679 shares
    Change vs previous 13F -114,434 shares

    17.84% of the 13F portfolio, value $125,306,073.

    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 1,569,113 shares
    Change vs previous 13F +1,317,323 shares

    19.44% of the 13F portfolio, value $131,005,249.

    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 251,790 shares
    Change vs previous 13F +9,370 shares

    19.64% of the 13F portfolio, value $121,740,508.

    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 242,420 shares
    Change vs previous 13F -43,488 shares

    20.57% of the 13F portfolio, value $116,812,422.

    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 285,908 shares
    Change vs previous 13F +21,406 shares

    23.84% of the 13F portfolio, value $124,075,336.

    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 264,502 shares
    Change vs previous 13F +12,215 shares

    21.04% of the 13F portfolio, value $98,109,263.

    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 252,287 shares
    Change vs previous 13F -19,061 shares

    21.72% of the 13F portfolio, value $104,928,786.

    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 271,348 shares
    Change vs previous 13F not available

    24.33% of the 13F portfolio, value $110,927,195.

    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).