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Disclosery

Cape Investment Advisory, Inc.: AVGO position timeline

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

Cape Investment Advisory, Inc. held 4,305 AVGO 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 4,305 shares
    Change vs previous 13F +2,218 shares

    0.39% of the 13F portfolio, value $1,511,774.

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

  2. period ended2026-06-30
    13F 2,087 shares
    Change vs previous 13F +197 shares

    0.21% of the 13F portfolio, value $788,442.

    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 1,890 shares
    Change vs previous 13F +308 shares

    0.19% of the 13F portfolio, value $584,954.

    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 1,582 shares
    Change vs previous 13F +1,238 shares

    0.17% of the 13F portfolio, value $547,577.

    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 344 shares
    Change vs previous 13F -820 shares

    0.11% of the 13F portfolio, value $113,341.

    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 1,164 shares
    Change vs previous 13F -380 shares

    0.12% of the 13F portfolio, value $320,830.

    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 1,544 shares
    Change vs previous 13F +31 shares

    0.1% of the 13F portfolio, value $258,428.

    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 1,513 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $350,802.

    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).