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Disclosery

Cape Investment Advisory, Inc.: BAI position timeline

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

Cape Investment Advisory, Inc. held 10,807 BAI 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 10,807 shares
    Change vs previous 13F +2,042 shares

    0.13% of the 13F portfolio, value $509,983.

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

  2. period ended2026-06-30
    13F 8,765 shares
    Change vs previous 13F -1,356 shares

    0.12% of the 13F portfolio, value $462,090.

    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 10,121 shares
    Change vs previous 13F +2,078 shares

    0.11% of the 13F portfolio, value $333,487.

    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 8,043 shares
    Change vs previous 13F +1,048 shares

    0.08% of the 13F portfolio, value $267,832.

    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 6,995 shares
    Change vs previous 13F +4,830 shares

    0.24% of the 13F portfolio, value $238,949.

    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 2,165 shares
    Change vs previous 13F +2,155 shares

    0.02% of the 13F portfolio, value $62,460.

    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 10 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219.

    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).