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Disclosery

Cape Investment Advisory, Inc.: ADSK position timeline

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

Cape Investment Advisory, Inc. held 2,525 ADSK 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 2,525 shares
    Change vs previous 13F -341 shares

    0.14% of the 13F portfolio, value $527,725.

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

  2. period ended2026-06-30
    13F 2,866 shares
    Change vs previous 13F -253 shares

    0.15% of the 13F portfolio, value $557,207.

    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 3,119 shares
    Change vs previous 13F -228 shares

    0.25% of the 13F portfolio, value $746,689.

    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 3,347 shares
    Change vs previous 13F -92 shares

    0.3% of the 13F portfolio, value $990,746.

    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 3,439 shares
    Change vs previous 13F +64 shares

    1.07% of the 13F portfolio, value $1,092,467.

    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 3,375 shares
    Change vs previous 13F +101 shares

    0.38% of the 13F portfolio, value $1,044,799.

    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 3,274 shares
    Change vs previous 13F -139 shares

    0.34% of the 13F portfolio, value $857,133.

    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 3,413 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,008,780.

    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).