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Disclosery

Cape Investment Advisory, Inc.: HII position timeline

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

Cape Investment Advisory, Inc. held 572 HII 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 572 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $152,764.

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

  2. period ended2026-06-30
    13F 600 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $167,934.

    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 655 shares
    Change vs previous 13F -7 shares

    0.08% of the 13F portfolio, value $248,834.

    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 662 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $225,126.

    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 656 shares
    Change vs previous 13F +13 shares

    0.19% of the 13F portfolio, value $188,869.

    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 643 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $155,259.

    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 656 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $133,850.

    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 677 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $127,933.

    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).