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Disclosery

Cape Investment Advisory, Inc.: IBIT position timeline

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

Cape Investment Advisory, Inc. held 20,928 IBIT 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 20,928 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $990,732.

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

  2. period ended2026-06-30
    13F 20,928 shares
    Change vs previous 13F -2,917 shares

    0.19% of the 13F portfolio, value $696,693.

    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 23,845 shares
    Change vs previous 13F +489 shares

    0.3% of the 13F portfolio, value $916,125.

    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 23,356 shares
    Change vs previous 13F +23,171 shares

    0.36% of the 13F portfolio, value $1,159,625.

    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 185 shares
    Change vs previous 13F -22,250 shares

    0.01% of the 13F portfolio, value $12,025.

    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 22,435 shares
    Change vs previous 13F +366 shares

    0.5% of the 13F portfolio, value $1,373,246.

    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 22,069 shares
    Change vs previous 13F +1,372 shares

    0.41% of the 13F portfolio, value $1,033,050.

    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 20,697 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,097,976.

    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).