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Disclosery

Cape Investment Advisory, Inc.: OMC position timeline

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

Cape Investment Advisory, Inc. held 3,325 OMC 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 3,325 shares
    Change vs previous 13F -151 shares

    0.06% of the 13F portfolio, value $244,820.

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

  2. period ended2026-06-30
    13F 3,476 shares
    Change vs previous 13F -289 shares

    0.07% of the 13F portfolio, value $253,157.

    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 3,765 shares
    Change vs previous 13F -269 shares

    0.09% of the 13F portfolio, value $283,542.

    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 4,034 shares
    Change vs previous 13F +269 shares

    0.1% of the 13F portfolio, value $325,745.

    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 3,765 shares
    Change vs previous 13F +434 shares

    0.3% of the 13F portfolio, value $306,961.

    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 3,331 shares
    Change vs previous 13F +940 shares

    0.09% of the 13F portfolio, value $239,632.

    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 2,391 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $198,238.

    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 2,405 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $206,926.

    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).