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Disclosery

Cape Investment Advisory, Inc.: BLK position timeline

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

Cape Investment Advisory, Inc. held 225 BLK 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 225 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $238,234.

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

  2. period ended2026-06-30
    13F 237 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $227,982.

    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 249 shares
    Change vs previous 13F -22 shares

    0.08% of the 13F portfolio, value $239,541.

    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 271 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $290,127.

    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 255 shares
    Change vs previous 13F -54 shares

    0.29% of the 13F portfolio, value $297,296.

    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 309 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $324,252.

    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 313 shares
    Change vs previous 13F -8 shares

    0.12% of the 13F portfolio, value $296,263.

    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 321 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $329,060.

    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).