Mountain Capital Investment Advisors Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Mountain Capital Investment Advisors Inc. opened 65 positions, added to 147, reduced 109 and sold out of 58.
- Q2 2026: Stock TSLA; Country of operation United States; Class COM; Shares before 17,432.
- Q2 2026: Stock ULCC; Country of operation United States; Class COM; Shares before 140,535.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 23,426.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 6,898.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1714506), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.
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