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Disclosery

Cape Investment Advisory, Inc.: MA position timeline

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

Cape Investment Advisory, Inc. held 2,364 MA 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 2,364 shares
    Change vs previous 13F -263 shares

    0.34% of the 13F portfolio, value $1,303,629.

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

  2. period ended2026-06-30
    13F 2,627 shares
    Change vs previous 13F -150 shares

    0.36% of the 13F portfolio, value $1,349,158.

    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 2,777 shares
    Change vs previous 13F -78 shares

    0.46% of the 13F portfolio, value $1,387,466.

    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 2,855 shares
    Change vs previous 13F -7 shares

    0.5% of the 13F portfolio, value $1,629,739.

    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 2,862 shares
    Change vs previous 13F +103 shares

    1.6% of the 13F portfolio, value $1,628,361.

    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 2,759 shares
    Change vs previous 13F -624 shares

    0.57% of the 13F portfolio, value $1,550,235.

    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 3,383 shares
    Change vs previous 13F -161 shares

    0.74% of the 13F portfolio, value $1,854,119.

    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 3,544 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,865,985.

    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).