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Disclosery

Cape Investment Advisory, Inc.: IGM position timeline

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

Cape Investment Advisory, Inc. held 4,318 IGM 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 4,318 shares
    Change vs previous 13F +26 shares

    0.19% of the 13F portfolio, value $729,927.

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

  2. period ended2026-06-30
    13F 4,292 shares
    Change vs previous 13F +21 shares

    0.19% of the 13F portfolio, value $702,085.

    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 4,271 shares
    Change vs previous 13F +582 shares

    0.17% of the 13F portfolio, value $506,156.

    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 3,689 shares
    Change vs previous 13F -189 shares

    0.15% of the 13F portfolio, value $476,471.

    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 3,878 shares
    Change vs previous 13F +236 shares

    0.48% of the 13F portfolio, value $488,434.

    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 3,642 shares
    Change vs previous 13F +345 shares

    0.15% of the 13F portfolio, value $409,142.

    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 3,297 shares
    Change vs previous 13F +364 shares

    0.12% of the 13F portfolio, value $298,939.

    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 2,933 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $299,430.

    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).