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Disclosery

Cape Investment Advisory, Inc.: CRM position timeline

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

Cape Investment Advisory, Inc. held 3,695 CRM 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 3,695 shares
    Change vs previous 13F -501 shares

    0.22% of the 13F portfolio, value $848,262.

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

  2. period ended2026-06-30
    13F 4,196 shares
    Change vs previous 13F -412 shares

    0.18% of the 13F portfolio, value $657,345.

    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 4,608 shares
    Change vs previous 13F -141 shares

    0.29% of the 13F portfolio, value $860,176.

    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 4,749 shares
    Change vs previous 13F +747 shares

    0.39% of the 13F portfolio, value $1,258,057.

    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 4,002 shares
    Change vs previous 13F +203 shares

    0.93% of the 13F portfolio, value $948,474.

    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 3,799 shares
    Change vs previous 13F +109 shares

    0.38% of the 13F portfolio, value $1,035,949.

    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 3,690 shares
    Change vs previous 13F -125 shares

    0.39% of the 13F portfolio, value $990,248.

    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 3,815 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,275,469.

    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).