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Disclosery

Cape Investment Advisory, Inc.: IXUS position timeline

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

Cape Investment Advisory, Inc. held 2,700 IXUS 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 2,700 shares
    Change vs previous 13F -193 shares

    0.07% of the 13F portfolio, value $256,473.

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

  2. period ended2026-06-30
    13F 2,893 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $276,108.

    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 2,882 shares
    Change vs previous 13F +510 shares

    0.08% of the 13F portfolio, value $249,696.

    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 2,372 shares
    Change vs previous 13F -1,380 shares

    0.06% of the 13F portfolio, value $200,766.

    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 3,752 shares
    Change vs previous 13F -1,224 shares

    0.3% of the 13F portfolio, value $309,841.

    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 4,976 shares
    Change vs previous 13F -7,700 shares

    0.14% of the 13F portfolio, value $384,676.

    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 12,676 shares
    Change vs previous 13F +1,301 shares

    0.35% of the 13F portfolio, value $884,912.

    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 11,375 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $752,343.

    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).