Skip to content
Disclosery

Cape Investment Advisory, Inc.: PEP position timeline

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

Cape Investment Advisory, Inc. held 2,007 PEP 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 2,007 shares
    Change vs previous 13F +399 shares

    0.07% of the 13F portfolio, value $254,281.

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

  2. period ended2026-06-30
    13F 1,608 shares
    Change vs previous 13F -242 shares

    0.06% of the 13F portfolio, value $217,764.

    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 1,850 shares
    Change vs previous 13F -147 shares

    0.1% of the 13F portfolio, value $287,291.

    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 1,997 shares
    Change vs previous 13F +1,653 shares

    0.09% of the 13F portfolio, value $286,659.

    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 344 shares
    Change vs previous 13F -1,743 shares

    0.05% of the 13F portfolio, value $48,314.

    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 2,087 shares
    Change vs previous 13F -144 shares

    0.1% of the 13F portfolio, value $275,554.

    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 2,231 shares
    Change vs previous 13F -313 shares

    0.13% of the 13F portfolio, value $334,506.

    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 2,544 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $386,777.

    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).