Position in MTN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,807
+$391 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 434 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $8,742 across 2 Resorts & Casinos names. MTN ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
This page
|
50 | $6,807 | |
| 2 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
19 | $1,935 |
All Filings in MTN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,807 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,416 | 50 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,640 | 50 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,478 | 50 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,856 | 50 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,001 | 50 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,372 | 50 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,714 | 50 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,006 | 50 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,141 | 50 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,673 | 50 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $11,094 | 50 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $12,588 | 50 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,684 | 50 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $11,917 | 50 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,782 | 50 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,902 | 50 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,013 | 50 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,674 | 60 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,043 | 60 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $18,991 | 60 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $23,332 | 80 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $22,316 | 80 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,117 | 80 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $15,300 | 84 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $12,407 | 84 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||