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Disclosery

Cape Investment Advisory, Inc.: C position timeline

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

Cape Investment Advisory, Inc. held 2,069 C 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 2,069 shares
    Change vs previous 13F -235 shares

    0.07% of the 13F portfolio, value $267,862.

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

  2. period ended2026-06-30
    13F 2,304 shares
    Change vs previous 13F +87 shares

    0.09% of the 13F portfolio, value $322,523.

    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 2,217 shares
    Change vs previous 13F +568 shares

    0.08% of the 13F portfolio, value $251,442.

    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 1,649 shares
    Change vs previous 13F +947 shares

    0.06% of the 13F portfolio, value $192,382.

    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 702 shares
    Change vs previous 13F -541 shares

    0.07% of the 13F portfolio, value $71,254.

    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 1,243 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $105,841.

    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 1,123 shares
    Change vs previous 13F +85 shares

    0.03% of the 13F portfolio, value $79,751.

    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 1,038 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $73,034.

    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).