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Disclosery

Cape Investment Advisory, Inc.: MCBS position timeline

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

Cape Investment Advisory, Inc. held 55,756 MCBS 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 55,756 shares
    Change vs previous 13F -498 shares

    0.49% of the 13F portfolio, value $1,911,332.

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

  2. period ended2026-06-30
    13F 56,254 shares
    Change vs previous 13F -3,498 shares

    0.54% of the 13F portfolio, value $2,018,970.

    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 59,752 shares
    Change vs previous 13F +252 shares

    0.57% of the 13F portfolio, value $1,713,094.

    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 59,500 shares
    Change vs previous 13F +59,500 shares

    0.49% of the 13F portfolio, value $1,579,130.

    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 0 shares
    Change vs previous 13F -59,500 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 59,500 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,700,510.

    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 59,500 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,640,415.

    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 59,500 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,901,025.

    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).