Skip to content
Disclosery

Cape Investment Advisory, Inc.: IVV position timeline

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

Cape Investment Advisory, Inc. held 5,620 IVV 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 5,620 shares
    Change vs previous 13F -2,024 shares

    1.11% of the 13F portfolio, value $4,304,087.

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

  2. period ended2026-06-30
    13F 7,644 shares
    Change vs previous 13F +2,025 shares

    1.53% of the 13F portfolio, value $5,724,205.

    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 5,619 shares
    Change vs previous 13F +1,503 shares

    1.22% of the 13F portfolio, value $3,670,518.

    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 4,116 shares
    Change vs previous 13F +791 shares

    0.87% of the 13F portfolio, value $2,819,083.

    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 3,325 shares
    Change vs previous 13F +518 shares

    2.19% of the 13F portfolio, value $2,225,423.

    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 2,807 shares
    Change vs previous 13F +741 shares

    0.64% of the 13F portfolio, value $1,743,167.

    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 2,066 shares
    Change vs previous 13F -125 shares

    0.46% of the 13F portfolio, value $1,161,114.

    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 2,191 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,289,557.

    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).