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Disclosery

Cape Investment Advisory, Inc.: BND position timeline

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

Cape Investment Advisory, Inc. held 9,039 BND 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 9,039 shares
    Change vs previous 13F +187 shares

    0.16% of the 13F portfolio, value $634,067.

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

  2. period ended2026-06-30
    13F 8,852 shares
    Change vs previous 13F -356 shares

    0.17% of the 13F portfolio, value $649,860.

    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 9,208 shares
    Change vs previous 13F -2,205 shares

    0.23% of the 13F portfolio, value $678,095.

    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 11,413 shares
    Change vs previous 13F +450 shares

    0.26% of the 13F portfolio, value $845,397.

    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 10,963 shares
    Change vs previous 13F +620 shares

    0.8% of the 13F portfolio, value $815,294.

    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 10,343 shares
    Change vs previous 13F +1,737 shares

    0.28% of the 13F portfolio, value $761,591.

    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 8,606 shares
    Change vs previous 13F +271 shares

    0.25% of the 13F portfolio, value $632,117.

    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 8,335 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $599,337.

    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).