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Disclosery

Cape Investment Advisory, Inc.: SCHA position timeline

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

Cape Investment Advisory, Inc. held 46,691 SCHA 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 46,691 shares
    Change vs previous 13F +974 shares

    0.39% of the 13F portfolio, value $1,523,526.

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

  2. period ended2026-06-30
    13F 45,717 shares
    Change vs previous 13F -2,145 shares

    0.44% of the 13F portfolio, value $1,651,742.

    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 47,862 shares
    Change vs previous 13F -646 shares

    0.46% of the 13F portfolio, value $1,391,835.

    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 48,508 shares
    Change vs previous 13F +43,233 shares

    0.42% of the 13F portfolio, value $1,381,512.

    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 5,275 shares
    Change vs previous 13F -49,871 shares

    0.14% of the 13F portfolio, value $147,180.

    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 55,146 shares
    Change vs previous 13F -614 shares

    0.51% of the 13F portfolio, value $1,395,200.

    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 55,760 shares
    Change vs previous 13F -3,256 shares

    0.52% of the 13F portfolio, value $1,306,454.

    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 59,016 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,526,164.

    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).