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Disclosery

Cape Investment Advisory, Inc.: CHKP position timeline

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

Cape Investment Advisory, Inc. held 4,818 CHKP 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 4,818 shares
    Change vs previous 13F -681 shares

    0.16% of the 13F portfolio, value $618,390.

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

  2. period ended2026-06-30
    13F 5,499 shares
    Change vs previous 13F -652 shares

    0.19% of the 13F portfolio, value $722,733.

    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 6,151 shares
    Change vs previous 13F -79 shares

    0.29% of the 13F portfolio, value $878,671.

    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 6,230 shares
    Change vs previous 13F +2,120 shares

    0.36% of the 13F portfolio, value $1,156,039.

    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 4,110 shares
    Change vs previous 13F +226 shares

    0.84% of the 13F portfolio, value $850,400.

    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 3,884 shares
    Change vs previous 13F -2,368 shares

    0.31% of the 13F portfolio, value $859,335.

    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 6,252 shares
    Change vs previous 13F -328 shares

    0.57% of the 13F portfolio, value $1,424,956.

    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 6,580 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,228,486.

    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).