Back to MTN
Independence Financial Advisors, LLC → MTN
Independence Financial Advisors, LLC MTN Position History
Vail Resorts, Inc. • Consumer Cyclical
Quarters held
4
Latest value
$7.2M
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.5M |
| Q4 2025 | $13M |
| Q2 2026 | $7M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 279.0K | — | — |
| Q2 2026 | $7M | 257.0K | — | — |
| Q4 2025 | $13M | 476.0K | — | — |
| Q3 2025 | $12.5M | 451.2K | — | — |
Other funds holding MTN
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B