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Disclosery

Cape Investment Advisory, Inc.: IUSB position timeline

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

Cape Investment Advisory, Inc. held 65,067 IUSB 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 65,067 shares
    Change vs previous 13F +11,007 shares

    0.74% of the 13F portfolio, value $2,868,787.

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

  2. period ended2026-06-30
    13F 54,060 shares
    Change vs previous 13F +4,115 shares

    0.67% of the 13F portfolio, value $2,494,862.

    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 49,945 shares
    Change vs previous 13F +8,338 shares

    0.77% of the 13F portfolio, value $2,306,952.

    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 41,607 shares
    Change vs previous 13F +16,815 shares

    0.6% of the 13F portfolio, value $1,936,389.

    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 24,792 shares
    Change vs previous 13F +3,728 shares

    1.14% of the 13F portfolio, value $1,158,054.

    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 21,064 shares
    Change vs previous 13F +1,472 shares

    0.36% of the 13F portfolio, value $973,789.

    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 19,592 shares
    Change vs previous 13F +4,423 shares

    0.36% of the 13F portfolio, value $902,799.

    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 15,169 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $685,639.

    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).