Skip to content
Disclosery

Cape Investment Advisory, Inc.: EFG position timeline

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

Cape Investment Advisory, Inc. held 4,674 EFG 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 4,674 shares
    Change vs previous 13F +379 shares

    0.14% of the 13F portfolio, value $560,086.

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

  2. period ended2026-06-30
    13F 4,295 shares
    Change vs previous 13F +551 shares

    0.14% of the 13F portfolio, value $534,384.

    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 3,744 shares
    Change vs previous 13F +3,269 shares

    0.14% of the 13F portfolio, value $416,969.

    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 475 shares
    Change vs previous 13F -336 shares

    0.02% of the 13F portfolio, value $54,112.

    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 811 shares
    Change vs previous 13F -1,079 shares

    0.09% of the 13F portfolio, value $92,357.

    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 1,890 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $211,680.

    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 1,925 shares
    Change vs previous 13F -1,480 shares

    0.08% of the 13F portfolio, value $192,500.

    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 3,405 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $329,706.

    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).