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Cape Investment Advisory, Inc.: PPA position timeline

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

Cape Investment Advisory, Inc. held 1,684 PPA 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 1,684 shares
    Change vs previous 13F +160 shares

    0.07% of the 13F portfolio, value $260,381.

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

  2. period ended2026-06-30
    13F 1,524 shares
    Change vs previous 13F +256 shares

    0.07% of the 13F portfolio, value $269,215.

    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 1,268 shares
    Change vs previous 13F +223 shares

    0.07% of the 13F portfolio, value $210,108.

    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 1,045 shares
    Change vs previous 13F +40 shares

    0.05% of the 13F portfolio, value $163,678.

    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 1,005 shares
    Change vs previous 13F +225 shares

    0.15% of the 13F portfolio, value $156,227.

    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 780 shares
    Change vs previous 13F +159 shares

    0.04% of the 13F portfolio, value $110,518.

    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 621 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $72,378.

    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 645 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $74,001.

    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).