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Simplicity Wealth,LLC MTN Position History
Vail Resorts, Inc. • Consumer Cyclical
Quarters held
6
Latest value
$228K
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $440K |
| Q4 2025 | $516K |
| Q1 2026 | $649K |
| Q2 2026 | $1.3M |
| Q3 2026 | $3.7M |
| Q3 2026 | $228K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $228K | 1.7K | — | — |
| Q3 2026 | $3.7M | 143.3K | — | — |
| Q2 2026 | $1.3M | 46.0K | — | — |
| Q1 2026 | $649K | 24.3K | — | — |
| Q4 2025 | $516K | 18.9K | — | — |
| Q3 2025 | $440K | 15.8K | — | — |
Other funds holding MTN
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B