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Cambridge Investment Research Advisors, Inc.: CAPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on CAPE, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 36,716 CAPE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 36,716 shares
    Change vs previous 13F -13,927 shares

    <0.01% of the 13F portfolio, value $1,191,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,643 shares
    Change vs previous 13F +1,188 shares

    <0.01% of the 13F portfolio, value $1,562,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,455 shares
    Change vs previous 13F -61,117 shares

    <0.01% of the 13F portfolio, value $1,594,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 110,572 shares
    Change vs previous 13F -14,821 shares

    0.01% of the 13F portfolio, value $3,602,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 125,393 shares
    Change vs previous 13F +2,579 shares

    0.01% of the 13F portfolio, value $3,989,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 122,814 shares
    Change vs previous 13F +2,486 shares

    0.01% of the 13F portfolio, value $3,732,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 120,328 shares
    Change vs previous 13F +6,053 shares

    0.01% of the 13F portfolio, value $3,606,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 114,275 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,381,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).