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Disclosery

Cape Investment Advisory, Inc.: IVW position timeline

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

Cape Investment Advisory, Inc. held 9,974 IVW 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 9,974 shares
    Change vs previous 13F +2,213 shares

    0.37% of the 13F portfolio, value $1,418,900.

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

  2. period ended2026-06-30
    13F 7,761 shares
    Change vs previous 13F +431 shares

    0.29% of the 13F portfolio, value $1,067,331.

    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 7,330 shares
    Change vs previous 13F +1,356 shares

    0.28% of the 13F portfolio, value $829,146.

    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 5,974 shares
    Change vs previous 13F +1,020 shares

    0.23% of the 13F portfolio, value $736,375.

    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 4,954 shares
    Change vs previous 13F +510 shares

    0.59% of the 13F portfolio, value $598,046.

    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 4,444 shares
    Change vs previous 13F -407 shares

    0.18% of the 13F portfolio, value $489,334.

    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 4,851 shares
    Change vs previous 13F +289 shares

    0.18% of the 13F portfolio, value $450,330.

    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 4,562 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $463,154.

    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).