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Disclosery

Cape Investment Advisory, Inc.: SCHH position timeline

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

Cape Investment Advisory, Inc. held 77,063 SCHH 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 77,063 shares
    Change vs previous 13F -458 shares

    0.44% of the 13F portfolio, value $1,698,472.

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

  2. period ended2026-06-30
    13F 77,521 shares
    Change vs previous 13F -5,349 shares

    0.49% of the 13F portfolio, value $1,835,704.

    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 82,870 shares
    Change vs previous 13F +885 shares

    0.59% of the 13F portfolio, value $1,780,870.

    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 81,985 shares
    Change vs previous 13F +80,525 shares

    0.53% of the 13F portfolio, value $1,712,661.

    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 1,460 shares
    Change vs previous 13F -25,055 shares

    0.03% of the 13F portfolio, value $31,492.

    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 26,515 shares
    Change vs previous 13F +5,837 shares

    0.2% of the 13F portfolio, value $561,058.

    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 20,678 shares
    Change vs previous 13F +85 shares

    0.18% of the 13F portfolio, value $444,790.

    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 20,593 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $433,695.

    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).