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Disclosery

Cape Investment Advisory, Inc.: DE position timeline

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

Cape Investment Advisory, Inc. held 769 DE 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 769 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $516,420.

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

  2. period ended2026-06-30
    13F 770 shares
    Change vs previous 13F +50 shares

    0.13% of the 13F portfolio, value $488,260.

    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 720 shares
    Change vs previous 13F -232 shares

    0.13% of the 13F portfolio, value $405,823.

    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 952 shares
    Change vs previous 13F +542 shares

    0.14% of the 13F portfolio, value $449,051.

    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 410 shares
    Change vs previous 13F -526 shares

    0.18% of the 13F portfolio, value $187,387.

    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 936 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $476,192.

    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 986 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $462,846.

    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 987 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $418,104.

    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).