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Disclosery

Cape Investment Advisory, Inc.: MSFT position timeline

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

Cape Investment Advisory, Inc. held 18,303 MSFT 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 18,303 shares
    Change vs previous 13F +1,027 shares

    2.42% of the 13F portfolio, value $9,387,700.

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

  2. period ended2026-06-30
    13F 17,276 shares
    Change vs previous 13F +937 shares

    1.72% of the 13F portfolio, value $6,444,451.

    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 16,339 shares
    Change vs previous 13F +378 shares

    2.01% of the 13F portfolio, value $6,048,377.

    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 15,961 shares
    Change vs previous 13F +7,549 shares

    2.37% of the 13F portfolio, value $7,719,112.

    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 8,412 shares
    Change vs previous 13F -6,275 shares

    4.29% of the 13F portfolio, value $4,357,146.

    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 14,687 shares
    Change vs previous 13F +364 shares

    2.67% of the 13F portfolio, value $7,305,502.

    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 14,323 shares
    Change vs previous 13F +120 shares

    2.14% of the 13F portfolio, value $5,376,718.

    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 14,203 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $5,986,447.

    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).