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Disclosery

Cape Investment Advisory, Inc.: META position timeline

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

Cape Investment Advisory, Inc. held 5,265 META 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 5,265 shares
    Change vs previous 13F -319 shares

    0.98% of the 13F portfolio, value $3,818,249.

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

  2. period ended2026-06-30
    13F 5,584 shares
    Change vs previous 13F +92 shares

    0.84% of the 13F portfolio, value $3,145,510.

    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 5,492 shares
    Change vs previous 13F +131 shares

    1.04% of the 13F portfolio, value $3,142,010.

    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 5,361 shares
    Change vs previous 13F +1,546 shares

    1.09% of the 13F portfolio, value $3,538,484.

    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 3,815 shares
    Change vs previous 13F -871 shares

    2.76% of the 13F portfolio, value $2,801,806.

    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 4,686 shares
    Change vs previous 13F -426 shares

    1.26% of the 13F portfolio, value $3,458,734.

    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 5,112 shares
    Change vs previous 13F -30 shares

    1.17% of the 13F portfolio, value $2,946,602.

    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 5,142 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,010,590.

    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).