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Disclosery

Cape Investment Advisory, Inc.: AMT position timeline

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

Cape Investment Advisory, Inc. held 1,142 AMT 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 1,142 shares
    Change vs previous 13F -49 shares

    0.05% of the 13F portfolio, value $186,934.

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

  2. period ended2026-06-30
    13F 1,191 shares
    Change vs previous 13F -126 shares

    0.05% of the 13F portfolio, value $194,812.

    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 1,317 shares
    Change vs previous 13F -16 shares

    0.08% of the 13F portfolio, value $227,287.

    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 1,333 shares
    Change vs previous 13F +267 shares

    0.07% of the 13F portfolio, value $234,035.

    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 1,066 shares
    Change vs previous 13F +47 shares

    0.2% of the 13F portfolio, value $205,013.

    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 1,019 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $225,219.

    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 1,019 shares
    Change vs previous 13F -38 shares

    0.09% of the 13F portfolio, value $221,734.

    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 1,057 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $193,864.

    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).