Position in MTN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$559,304
+$196,672 QoQ
Shares Held
4,108
+45.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#243
of 434 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $778,225 across 2 Resorts & Casinos names. MTN ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
This page
|
4,108 | $559,304 | |
| 2 | MGM |
MGM Resorts International
|
4,579 | $218,921 |
All Filings in MTN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,304 | 4,108 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $362,632 | 2,826 | Shares | Sole | 2026-04-14 | |
| 2020-09-30 | $6,419 | 30 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||