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Disclosery

Cape Investment Advisory, Inc.: FIS position timeline

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

Cape Investment Advisory, Inc. held 4,908 FIS 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 4,908 shares
    Change vs previous 13F -247 shares

    0.04% of the 13F portfolio, value $161,488.

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

  2. period ended2026-06-30
    13F 5,155 shares
    Change vs previous 13F -1,273 shares

    0.05% of the 13F portfolio, value $200,438.

    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 6,428 shares
    Change vs previous 13F +2,064 shares

    0.1% of the 13F portfolio, value $301,545.

    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 4,364 shares
    Change vs previous 13F +1,218 shares

    0.09% of the 13F portfolio, value $290,034.

    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 3,146 shares
    Change vs previous 13F +1,415 shares

    0.2% of the 13F portfolio, value $207,446.

    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 1,731 shares
    Change vs previous 13F -52 shares

    0.05% of the 13F portfolio, value $140,913.

    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 1,783 shares
    Change vs previous 13F -46 shares

    0.05% of the 13F portfolio, value $133,143.

    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 1,829 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $147,712.

    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).