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Disclosery

Cape Investment Advisory, Inc.: FNDE position timeline

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

Cape Investment Advisory, Inc. held 30,229 FNDE 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 30,229 shares
    Change vs previous 13F -24 shares

    0.33% of the 13F portfolio, value $1,265,683.

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

  2. period ended2026-06-30
    13F 30,253 shares
    Change vs previous 13F +161 shares

    0.32% of the 13F portfolio, value $1,200,434.

    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 30,092 shares
    Change vs previous 13F +718 shares

    0.38% of the 13F portfolio, value $1,151,302.

    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 29,374 shares
    Change vs previous 13F +29,150 shares

    0.33% of the 13F portfolio, value $1,059,210.

    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 224 shares
    Change vs previous 13F -28,321 shares

    0.01% of the 13F portfolio, value $8,100.

    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 28,545 shares
    Change vs previous 13F -54 shares

    0.34% of the 13F portfolio, value $942,265.

    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 28,599 shares
    Change vs previous 13F -65 shares

    0.35% of the 13F portfolio, value $880,844.

    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 28,664 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $832,684.

    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).