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Cape Investment Advisory, Inc.: FDCF position timeline

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

Cape Investment Advisory, Inc. held 4,866 FDCF 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 4,866 shares
    Change vs previous 13F -102 shares

    0.06% of the 13F portfolio, value $249,853.

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

  2. period ended2026-06-30
    13F 4,968 shares
    Change vs previous 13F +249 shares

    0.07% of the 13F portfolio, value $248,196.

    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 4,719 shares
    Change vs previous 13F +45 shares

    0.07% of the 13F portfolio, value $203,129.

    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 4,674 shares
    Change vs previous 13F -476 shares

    0.07% of the 13F portfolio, value $224,698.

    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 5,150 shares
    Change vs previous 13F +718 shares

    0.25% of the 13F portfolio, value $255,168.

    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 4,432 shares
    Change vs previous 13F +425 shares

    0.07% of the 13F portfolio, value $196,958.

    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 4,007 shares
    Change vs previous 13F +165 shares

    0.06% of the 13F portfolio, value $147,476.

    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 3,842 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $145,118.

    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).