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Disclosery

Cape Investment Advisory, Inc.: PYLD position timeline

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

Cape Investment Advisory, Inc. held 7,472 PYLD 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 7,472 shares
    Change vs previous 13F -900 shares

    0.05% of the 13F portfolio, value $189,719.

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

  2. period ended2026-06-30
    13F 8,372 shares
    Change vs previous 13F +367 shares

    0.06% of the 13F portfolio, value $222,025.

    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 8,005 shares
    Change vs previous 13F -611 shares

    0.07% of the 13F portfolio, value $209,731.

    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 8,616 shares
    Change vs previous 13F -685 shares

    0.07% of the 13F portfolio, value $229,875.

    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 9,301 shares
    Change vs previous 13F -263 shares

    0.25% of the 13F portfolio, value $249,639.

    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 9,564 shares
    Change vs previous 13F +1,661 shares

    0.09% of the 13F portfolio, value $253,829.

    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 7,903 shares
    Change vs previous 13F +163 shares

    0.08% of the 13F portfolio, value $208,244.

    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 7,740 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $200,621.

    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).