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Disclosery

Cape Investment Advisory, Inc.: FBND position timeline

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

Cape Investment Advisory, Inc. held 1,787 FBND 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 1,787 shares
    Change vs previous 13F -3,601 shares

    0.02% of the 13F portfolio, value $77,377.

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

  2. period ended2026-06-30
    13F 5,388 shares
    Change vs previous 13F -4,725 shares

    0.07% of the 13F portfolio, value $245,100.

    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 10,113 shares
    Change vs previous 13F -1,030 shares

    0.15% of the 13F portfolio, value $461,355.

    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 11,143 shares
    Change vs previous 13F -2,928 shares

    0.16% of the 13F portfolio, value $513,024.

    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 14,071 shares
    Change vs previous 13F -1,848 shares

    0.64% of the 13F portfolio, value $650,643.

    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 15,919 shares
    Change vs previous 13F -856 shares

    0.27% of the 13F portfolio, value $728,294.

    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 16,775 shares
    Change vs previous 13F -3,587 shares

    0.31% of the 13F portfolio, value $765,779.

    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 20,362 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $913,643.

    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).