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Disclosery

Cape Investment Advisory, Inc.: BX position timeline

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

Cape Investment Advisory, Inc. held 4,946 BX 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 4,946 shares
    Change vs previous 13F +37 shares

    0.14% of the 13F portfolio, value $554,388.

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

  2. period ended2026-06-30
    13F 4,909 shares
    Change vs previous 13F +1,373 shares

    0.15% of the 13F portfolio, value $577,626.

    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 3,536 shares
    Change vs previous 13F +417 shares

    0.14% of the 13F portfolio, value $406,555.

    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 3,119 shares
    Change vs previous 13F +2,778 shares

    0.15% of the 13F portfolio, value $480,804.

    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 341 shares
    Change vs previous 13F -2,370 shares

    0.06% of the 13F portfolio, value $58,260.

    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 2,711 shares
    Change vs previous 13F +1,840 shares

    0.15% of the 13F portfolio, value $405,540.

    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 871 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $121,723.

    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 866 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $149,374.

    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).