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Disclosery

Cape Investment Advisory, Inc.: AMGN position timeline

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

Cape Investment Advisory, Inc. held 612 AMGN 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 612 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $258,026.

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

  2. period ended2026-06-30
    13F 631 shares
    Change vs previous 13F -42 shares

    0.06% of the 13F portfolio, value $228,435.

    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 673 shares
    Change vs previous 13F -22 shares

    0.08% of the 13F portfolio, value $236,804.

    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 695 shares
    Change vs previous 13F +85 shares

    0.07% of the 13F portfolio, value $227,373.

    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 610 shares
    Change vs previous 13F -26 shares

    0.17% of the 13F portfolio, value $172,142.

    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 636 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $177,537.

    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 694 shares
    Change vs previous 13F -41 shares

    0.09% of the 13F portfolio, value $216,183.

    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 735 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $191,601.

    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).