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Disclosery

Cape Investment Advisory, Inc.: BIL position timeline

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

Cape Investment Advisory, Inc. held 41,977 BIL 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 41,977 shares
    Change vs previous 13F +37,510 shares

    0.99% of the 13F portfolio, value $3,846,746.

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

  2. period ended2026-06-30
    13F 4,467 shares
    Change vs previous 13F -1,014 shares

    0.11% of the 13F portfolio, value $409,350.

    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 5,481 shares
    Change vs previous 13F +1,149 shares

    0.17% of the 13F portfolio, value $502,311.

    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 4,332 shares
    Change vs previous 13F +3,920 shares

    0.12% of the 13F portfolio, value $395,882.

    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 412 shares
    Change vs previous 13F -3,871 shares

    0.04% of the 13F portfolio, value $37,801.

    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 4,283 shares
    Change vs previous 13F +371 shares

    0.14% of the 13F portfolio, value $392,871.

    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 3,912 shares
    Change vs previous 13F +219 shares

    0.14% of the 13F portfolio, value $358,825.

    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 3,693 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $337,619.

    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).