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Disclosery

Cape Investment Advisory, Inc.: MO position timeline

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

Cape Investment Advisory, Inc. held 14,621 MO 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 14,621 shares
    Change vs previous 13F +2,156 shares

    0.25% of the 13F portfolio, value $984,603.

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

  2. period ended2026-06-30
    13F 12,465 shares
    Change vs previous 13F +458 shares

    0.24% of the 13F portfolio, value $896,866.

    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 12,007 shares
    Change vs previous 13F -825 shares

    0.26% of the 13F portfolio, value $792,337.

    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 12,832 shares
    Change vs previous 13F +12,680 shares

    0.23% of the 13F portfolio, value $739,896.

    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 152 shares
    Change vs previous 13F -10,720 shares

    0.01% of the 13F portfolio, value $10,041.

    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 10,872 shares
    Change vs previous 13F -689 shares

    0.23% of the 13F portfolio, value $637,405.

    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 11,561 shares
    Change vs previous 13F +128 shares

    0.28% of the 13F portfolio, value $693,916.

    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 11,433 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $597,843.

    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).