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Disclosery

Cape Investment Advisory, Inc.: SCHE position timeline

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

Cape Investment Advisory, Inc. held 123,291 SCHE 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 123,291 shares
    Change vs previous 13F +853 shares

    1.16% of the 13F portfolio, value $4,493,949.

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

  2. period ended2026-06-30
    13F 122,438 shares
    Change vs previous 13F +3,440 shares

    1.19% of the 13F portfolio, value $4,439,613.

    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 118,998 shares
    Change vs previous 13F +56 shares

    1.3% of the 13F portfolio, value $3,920,977.

    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 118,942 shares
    Change vs previous 13F +118,862 shares

    1.2% of the 13F portfolio, value $3,895,364.

    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 80 shares
    Change vs previous 13F -118,239 shares

    <0.01% of the 13F portfolio, value $2,676.

    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 118,319 shares
    Change vs previous 13F +346 shares

    1.3% of the 13F portfolio, value $3,566,131.

    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 117,973 shares
    Change vs previous 13F -2,473 shares

    1.3% of the 13F portfolio, value $3,252,509.

    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 120,446 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,207,479.

    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).