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Disclosery

Cape Investment Advisory, Inc.: HD position timeline

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

Cape Investment Advisory, Inc. held 3,664 HD 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 3,664 shares
    Change vs previous 13F +1,089 shares

    0.27% of the 13F portfolio, value $1,042,276.

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

  2. period ended2026-06-30
    13F 2,575 shares
    Change vs previous 13F +70 shares

    0.24% of the 13F portfolio, value $908,257.

    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 2,505 shares
    Change vs previous 13F +458 shares

    0.27% of the 13F portfolio, value $823,778.

    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 2,047 shares
    Change vs previous 13F +1,583 shares

    0.22% of the 13F portfolio, value $704,384.

    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 464 shares
    Change vs previous 13F -1,563 shares

    0.18% of the 13F portfolio, value $187,983.

    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 2,027 shares
    Change vs previous 13F -113 shares

    0.27% of the 13F portfolio, value $743,271.

    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 2,140 shares
    Change vs previous 13F -47 shares

    0.31% of the 13F portfolio, value $784,228.

    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 2,187 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $850,819.

    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).