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Disclosery

Cape Investment Advisory, Inc.: MGMT position timeline

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

Cape Investment Advisory, Inc. held 81,520 MGMT 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 81,520 shares
    Change vs previous 13F +90 shares

    1.02% of the 13F portfolio, value $3,954,531.

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

  2. period ended2026-06-30
    13F 81,430 shares
    Change vs previous 13F +197 shares

    1.11% of the 13F portfolio, value $4,149,675.

    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 81,233 shares
    Change vs previous 13F +442 shares

    1.22% of the 13F portfolio, value $3,665,072.

    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 80,791 shares
    Change vs previous 13F +80,791 shares

    1.1% of the 13F portfolio, value $3,581,472.

    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 -77,215 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 77,215 shares
    Change vs previous 13F +2,044 shares

    1.11% of the 13F portfolio, value $3,048,451.

    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 75,171 shares
    Change vs previous 13F +12 shares

    1.16% of the 13F portfolio, value $2,901,592.

    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 75,159 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,125,462.

    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).