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Disclosery

Cape Investment Advisory, Inc.: SCHB position timeline

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

Cape Investment Advisory, Inc. held 1,627,056 SCHB 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 1,627,056 shares
    Change vs previous 13F +29,838 shares

    12.28% of the 13F portfolio, value $47,689,020.

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

  2. period ended2026-06-30
    13F 1,597,218 shares
    Change vs previous 13F +13,024 shares

    12.37% of the 13F portfolio, value $46,255,425.

    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 1,584,194 shares
    Change vs previous 13F +19,827 shares

    13.22% of the 13F portfolio, value $39,763,267.

    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 1,564,367 shares
    Change vs previous 13F +1,551,606 shares

    12.62% of the 13F portfolio, value $41,033,334.

    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 12,761 shares
    Change vs previous 13F -1,570,252 shares

    0.32% of the 13F portfolio, value $328,075.

    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 1,583,013 shares
    Change vs previous 13F +23,823 shares

    13.77% of the 13F portfolio, value $37,723,197.

    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 1,559,190 shares
    Change vs previous 13F -17,997 shares

    13.37% of the 13F portfolio, value $33,569,351.

    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 1,577,187 shares
    Change vs previous 13F not available

    14% of the 13F portfolio, value $35,802,146.

    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).