Skip to content
Disclosery

Cape Investment Advisory, Inc.: PM position timeline

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

Cape Investment Advisory, Inc. held 2,969 PM 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 2,969 shares
    Change vs previous 13F -787 shares

    0.15% of the 13F portfolio, value $566,475.

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

  2. period ended2026-06-30
    13F 3,756 shares
    Change vs previous 13F -317 shares

    0.18% of the 13F portfolio, value $679,536.

    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 4,073 shares
    Change vs previous 13F -24 shares

    0.22% of the 13F portfolio, value $673,462.

    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 4,097 shares
    Change vs previous 13F +999 shares

    0.2% of the 13F portfolio, value $657,140.

    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 3,098 shares
    Change vs previous 13F -630 shares

    0.49% of the 13F portfolio, value $502,495.

    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 3,728 shares
    Change vs previous 13F +235 shares

    0.25% of the 13F portfolio, value $679,039.

    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 3,493 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $554,399.

    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 3,494 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $420,473.

    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).