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Disclosery

Cape Investment Advisory, Inc.: O position timeline

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

Cape Investment Advisory, Inc. held 5,090 O 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 5,090 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $276,406.

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

  2. period ended2026-06-30
    13F 5,240 shares
    Change vs previous 13F -451 shares

    0.09% of the 13F portfolio, value $324,670.

    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 5,691 shares
    Change vs previous 13F -145 shares

    0.12% of the 13F portfolio, value $348,147.

    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 5,836 shares
    Change vs previous 13F +5,342 shares

    0.1% of the 13F portfolio, value $328,958.

    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 494 shares
    Change vs previous 13F -5,898 shares

    0.03% of the 13F portfolio, value $30,042.

    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 6,392 shares
    Change vs previous 13F -181 shares

    0.13% of the 13F portfolio, value $368,234.

    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 6,573 shares
    Change vs previous 13F +292 shares

    0.15% of the 13F portfolio, value $381,272.

    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 6,281 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $335,468.

    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).