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Disclosery

Cape Investment Advisory, Inc.: IVE position timeline

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

Cape Investment Advisory, Inc. held 5,046 IVE 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 5,046 shares
    Change vs previous 13F +1,162 shares

    0.3% of the 13F portfolio, value $1,151,953.

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

  2. period ended2026-06-30
    13F 3,884 shares
    Change vs previous 13F -526 shares

    0.24% of the 13F portfolio, value $882,001.

    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 4,410 shares
    Change vs previous 13F +44 shares

    0.31% of the 13F portfolio, value $931,102.

    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 4,366 shares
    Change vs previous 13F +1,814 shares

    0.28% of the 13F portfolio, value $925,886.

    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 2,552 shares
    Change vs previous 13F +319 shares

    0.52% of the 13F portfolio, value $527,014.

    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 2,233 shares
    Change vs previous 13F +399 shares

    0.16% of the 13F portfolio, value $436,417.

    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 1,834 shares
    Change vs previous 13F +658 shares

    0.14% of the 13F portfolio, value $349,602.

    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 1,176 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $224,475.

    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).