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Cape Investment Advisory, Inc.: APD position timeline

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

Cape Investment Advisory, Inc. held 3,010 APD 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 3,010 shares
    Change vs previous 13F -275 shares

    0.22% of the 13F portfolio, value $837,545.

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

  2. period ended2026-06-30
    13F 3,285 shares
    Change vs previous 13F -316 shares

    0.26% of the 13F portfolio, value $963,096.

    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 3,601 shares
    Change vs previous 13F -153 shares

    0.35% of the 13F portfolio, value $1,046,055.

    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 3,754 shares
    Change vs previous 13F +176 shares

    0.29% of the 13F portfolio, value $927,313.

    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 3,578 shares
    Change vs previous 13F -33 shares

    0.96% of the 13F portfolio, value $975,793.

    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 3,611 shares
    Change vs previous 13F +41 shares

    0.37% of the 13F portfolio, value $1,018,519.

    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 3,570 shares
    Change vs previous 13F -168 shares

    0.42% of the 13F portfolio, value $1,052,864.

    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 3,738 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,084,170.

    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).