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Cape Investment Advisory, Inc.: AM position timeline

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

Cape Investment Advisory, Inc. held 284 AM 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 284 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $5,726.

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

  2. period ended2026-06-30
    13F 192 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,368.

    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 ยง4.2).