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Disclosery

Cape Investment Advisory, Inc.: JAAA position timeline

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

Cape Investment Advisory, Inc. held 36,357 JAAA 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 36,357 shares
    Change vs previous 13F -1,357 shares

    0.47% of the 13F portfolio, value $1,834,925.

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

  2. period ended2026-06-30
    13F 37,714 shares
    Change vs previous 13F -2,866 shares

    0.51% of the 13F portfolio, value $1,904,186.

    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 40,580 shares
    Change vs previous 13F -334 shares

    0.68% of the 13F portfolio, value $2,044,009.

    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 40,914 shares
    Change vs previous 13F +31,726 shares

    0.64% of the 13F portfolio, value $2,069,417.

    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 9,188 shares
    Change vs previous 13F -38,264 shares

    0.46% of the 13F portfolio, value $466,567.

    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 47,452 shares
    Change vs previous 13F -724 shares

    0.88% of the 13F portfolio, value $2,408,178.

    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 48,176 shares
    Change vs previous 13F -1,293 shares

    0.97% of the 13F portfolio, value $2,443,008.

    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 49,469 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,508,584.

    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).