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Cape Investment Advisory, Inc.: BDX position timeline

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

Cape Investment Advisory, Inc. held 2,350 BDX 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 2,350 shares
    Change vs previous 13F -175 shares

    0.11% of the 13F portfolio, value $420,650.

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

  2. period ended2026-06-30
    13F 2,525 shares
    Change vs previous 13F -143 shares

    0.1% of the 13F portfolio, value $382,108.

    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 2,668 shares
    Change vs previous 13F +171 shares

    0.14% of the 13F portfolio, value $419,490.

    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 2,497 shares
    Change vs previous 13F +211 shares

    0.15% of the 13F portfolio, value $484,592.

    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 2,286 shares
    Change vs previous 13F +265 shares

    0.42% of the 13F portfolio, value $427,871.

    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 2,021 shares
    Change vs previous 13F +350 shares

    0.13% of the 13F portfolio, value $348,117.

    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 1,671 shares
    Change vs previous 13F +65 shares

    0.15% of the 13F portfolio, value $382,759.

    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 1,606 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $364,353.

    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).