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Disclosery

Cape Investment Advisory, Inc.: DFUS position timeline

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

Cape Investment Advisory, Inc. held 8,971 DFUS 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 8,971 shares
    Change vs previous 13F -110 shares

    0.19% of the 13F portfolio, value $744,862.

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

  2. period ended2026-06-30
    13F 9,081 shares
    Change vs previous 13F +197 shares

    0.2% of the 13F portfolio, value $744,097.

    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 8,884 shares
    Change vs previous 13F -18 shares

    0.21% of the 13F portfolio, value $629,964.

    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 8,902 shares
    Change vs previous 13F -411 shares

    0.2% of the 13F portfolio, value $660,261.

    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 9,313 shares
    Change vs previous 13F +274 shares

    0.66% of the 13F portfolio, value $674,634.

    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 9,039 shares
    Change vs previous 13F +451 shares

    0.22% of the 13F portfolio, value $605,794.

    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 8,588 shares
    Change vs previous 13F +312 shares

    0.21% of the 13F portfolio, value $519,402.

    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 8,276 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $527,595.

    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).