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Disclosery

Cape Investment Advisory, Inc.: IWS position timeline

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

Cape Investment Advisory, Inc. held 2,075 IWS 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 2,075 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $333,597.

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

  2. period ended2026-06-30
    13F 2,108 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $346,926.

    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 2,064 shares
    Change vs previous 13F -24 shares

    0.1% of the 13F portfolio, value $300,765.

    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 2,088 shares
    Change vs previous 13F +1,949 shares

    0.09% of the 13F portfolio, value $294,466.

    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 139 shares
    Change vs previous 13F -1,958 shares

    0.02% of the 13F portfolio, value $19,377.

    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 2,097 shares
    Change vs previous 13F -98 shares

    0.1% of the 13F portfolio, value $277,042.

    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 2,195 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $276,520.

    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 2,189 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $283,169.

    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).