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Cape Investment Advisory, Inc.: AAPL position timeline

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

Cape Investment Advisory, Inc. held 17,818 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,818 shares
    Change vs previous 13F +1,502 shares

    1.53% of the 13F portfolio, value $5,933,714.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,316 shares
    Change vs previous 13F +357 shares

    1.26% of the 13F portfolio, value $4,721,202.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,959 shares
    Change vs previous 13F -1,845 shares

    1.35% of the 13F portfolio, value $4,050,307.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,804 shares
    Change vs previous 13F +13,802 shares

    1.49% of the 13F portfolio, value $4,840,265.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,002 shares
    Change vs previous 13F -15,615 shares

    1% of the 13F portfolio, value $1,019,119.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,617 shares
    Change vs previous 13F +3,220 shares

    1.47% of the 13F portfolio, value $4,024,778.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,397 shares
    Change vs previous 13F +5 shares

    1.45% of the 13F portfolio, value $3,642,323.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,392 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $4,104,866.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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