Position in MTN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$520,501
-$176,019 QoQ
Shares Held
3,823
-29.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 434 holders
Holding Since
Mar 2025
6 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $520,501 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
|
3,823 | $520,501 |
All Filings in MTN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,501 | 3,823 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $696,520 | 5,428 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $726,150 | 5,468 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $879,471 | 5,880 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,066,441 | 6,787 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,027,008 | 6,418 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||