Position in MTN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$263,722
+$19,273 QoQ
Shares Held
1,937
+1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#297
of 434 holders
Holding Since
Dec 2025
3 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, 2026FULCRUM WEALTH ADVISORS, LLC holds $263,722 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
|
1,937 | $263,722 |
All Filings in MTN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,722 | 1,937 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $244,449 | 1,905 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $249,000 | 1,875 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||