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Disclosery

Cape Investment Advisory, Inc.: ELV position timeline

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

Cape Investment Advisory, Inc. held 3,573 ELV 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 3,573 shares
    Change vs previous 13F -382 shares

    0.36% of the 13F portfolio, value $1,389,439.

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

  2. period ended2026-06-30
    13F 3,955 shares
    Change vs previous 13F -510 shares

    0.41% of the 13F portfolio, value $1,529,690.

    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 4,465 shares
    Change vs previous 13F +435 shares

    0.43% of the 13F portfolio, value $1,307,251.

    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 4,030 shares
    Change vs previous 13F +102 shares

    0.43% of the 13F portfolio, value $1,412,850.

    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 3,928 shares
    Change vs previous 13F -29 shares

    1.25% of the 13F portfolio, value $1,269,328.

    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 3,957 shares
    Change vs previous 13F +163 shares

    0.56% of the 13F portfolio, value $1,539,238.

    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 3,794 shares
    Change vs previous 13F -50 shares

    0.66% of the 13F portfolio, value $1,650,363.

    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 3,844 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,418,148.

    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).