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Disclosery

Cape Investment Advisory, Inc.: IDEF position timeline

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

Cape Investment Advisory, Inc. held 11,891 IDEF 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 11,891 shares
    Change vs previous 13F +1,415 shares

    0.1% of the 13F portfolio, value $371,323.

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

  2. period ended2026-06-30
    13F 10,476 shares
    Change vs previous 13F +2,491 shares

    0.09% of the 13F portfolio, value $332,927.

    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 7,985 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $261,269.

    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).