Mount Yale Investment Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Denver, CO
CIK
0001744349
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 482 890,500 13F-HR 5/11/2023 000174434923000006 Mount Yale Investment Advisors, LLC
Q4 2022 452 881,299 13F-HR 2/13/2023 000174434923000003 Mount Yale Investment Advisors, LLC
Q3 2022 442 753,169 13F-HR 11/7/2022 000174434922000004 Mount Yale Investment Advisors, LLC
Q2 2022 453 793,618 13F-HR 8/2/2022 000174434922000003 Mount Yale Investment Advisors, LLC
Q1 2022 462 919,894 13F-HR 5/3/2022 000174434922000002 Mount Yale Investment Advisors, LLC
Q4 2021 456 962,024 13F-HR 2/1/2022 000174434922000001 Mount Yale Investment Advisors, LLC
Q3 2021 457 869,406 13F-HR 11/2/2021 000174434921000004 Mount Yale Investment Advisors, LLC
Q2 2021 423 826,579 13F-HR 8/4/2021 000174434921000003 Mount Yale Investment Advisors, LLC
Q1 2021 407 766,227 13F-HR 5/4/2021 000174434921000002 Mount Yale Investment Advisors, LLC
Q4 2020 397 712,536 13F-HR 2/12/2021 000174434921000001 Mount Yale Investment Advisors, LLC
Q3 2020 350 701,997 13F-HR 11/16/2020 000174434920000004 Mount Yale Investment Advisors, LLC
Q2 2020 332 558,231 13F-HR 7/9/2020 000174434920000003 Mount Yale Investment Advisors, LLC
Q1 2020 289 443,516 13F-HR 5/4/2020 000174434920000002 Mount Yale Investment Advisors, LLC
Q4 2019 321 575,803 13F-HR 2/13/2020 000174434920000001 Mount Yale Investment Advisors, LLC
Q3 2019 307 558,903 13F-HR 11/14/2019 000158064219005147 Mount Yale Investment Advisors, LLC
Q2 2019 315 541,674 13F-HR 8/13/2019 000158064219003665 Mount Yale Investment Advisors, LLC
Q1 2019 313 533,841 13F-HR 5/15/2019 000158064219002513 Mount Yale Investment Advisors, LLC
Q4 2018 309 492,422 13F-HR 2/14/2019 000158064219000826 Mount Yale Investment Advisors, LLC
Q3 2018 947 572,668 13F-HR 11/13/2018 000158064218005412 Mount Yale Investment Advisors, LLC
Q2 2018 955 528,392 13F-HR 8/22/2018 000158064218003999 Mount Yale Investment Advisors, LLC
Q1 2018 939 466,491 13F-HR 6/25/2018 000158064218003101 Mount Yale Investment Advisors, LLC