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Disclosery

Cape Investment Advisory, Inc.: IOO position timeline

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

Cape Investment Advisory, Inc. held 2,781 IOO 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 2,781 shares
    Change vs previous 13F -275 shares

    0.1% of the 13F portfolio, value $400,492.

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

  2. period ended2026-06-30
    13F 3,056 shares
    Change vs previous 13F -327 shares

    0.11% of the 13F portfolio, value $417,449.

    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 3,383 shares
    Change vs previous 13F -203 shares

    0.14% of the 13F portfolio, value $409,241.

    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 3,586 shares
    Change vs previous 13F -272 shares

    0.14% of the 13F portfolio, value $454,239.

    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 3,858 shares
    Change vs previous 13F -9 shares

    0.46% of the 13F portfolio, value $462,999.

    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 3,867 shares
    Change vs previous 13F +193 shares

    0.15% of the 13F portfolio, value $416,901.

    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 3,674 shares
    Change vs previous 13F -306 shares

    0.14% of the 13F portfolio, value $353,769.

    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 3,980 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $401,065.

    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).