Skip to content
Disclosery

Cape Investment Advisory, Inc.: IQV position timeline

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

Cape Investment Advisory, Inc. held 4,788 IQV 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 4,788 shares
    Change vs previous 13F -4,606 shares

    0.33% of the 13F portfolio, value $1,287,254.

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

  2. period ended2026-06-30
    13F 9,394 shares
    Change vs previous 13F -986 shares

    0.49% of the 13F portfolio, value $1,815,108.

    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 10,380 shares
    Change vs previous 13F -290 shares

    0.59% of the 13F portfolio, value $1,770,205.

    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 10,670 shares
    Change vs previous 13F +1,017 shares

    0.74% of the 13F portfolio, value $2,405,125.

    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 9,653 shares
    Change vs previous 13F -1,057 shares

    1.8% of the 13F portfolio, value $1,833,491.

    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 10,710 shares
    Change vs previous 13F +2,719 shares

    0.62% of the 13F portfolio, value $1,687,789.

    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 7,991 shares
    Change vs previous 13F -304 shares

    0.56% of the 13F portfolio, value $1,408,813.

    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 8,295 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,630,050.

    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).