Position in MTN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$292,722
+$87,410 QoQ
Shares Held
2,150
+34.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#288
of 434 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Segment Wealth Management, LLC holds $292,722 across 1 Resorts & Casinos name. MTN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
This page
|
2,150 | $292,722 |
All Filings in MTN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,722 | 2,150 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $205,312 | 1,600 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||