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Disclosery

Cape Investment Advisory, Inc.: CLX position timeline

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

Cape Investment Advisory, Inc. held 72 CLX 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 72 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $5,825.

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

  2. period ended2026-06-30
    13F 99 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $9,439.

    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 0 shares
    Change vs previous 13F -63 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 63 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $6,343.

    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 14 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $1,726.

    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 61 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $7,313.

    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 59 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $8,674.

    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 84 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,627.

    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).