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Disclosery

Cape Investment Advisory, Inc.: MBB position timeline

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

Cape Investment Advisory, Inc. held 1,632 MBB 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 1,632 shares
    Change vs previous 13F -6,453 shares

    0.04% of the 13F portfolio, value $146,258.

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

  2. period ended2026-06-30
    13F 8,085 shares
    Change vs previous 13F +226 shares

    0.2% of the 13F portfolio, value $764,193.

    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 7,859 shares
    Change vs previous 13F +914 shares

    0.25% of the 13F portfolio, value $746,175.

    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 6,945 shares
    Change vs previous 13F +3,518 shares

    0.2% of the 13F portfolio, value $661,301.

    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 3,427 shares
    Change vs previous 13F +279 shares

    0.32% of the 13F portfolio, value $326,077.

    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 3,148 shares
    Change vs previous 13F +553 shares

    0.11% of the 13F portfolio, value $295,538.

    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 2,595 shares
    Change vs previous 13F +862 shares

    0.1% of the 13F portfolio, value $243,343.

    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 1,733 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $158,881.

    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).