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Disclosery

Cape Investment Advisory, Inc.: SCHJ position timeline

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

Cape Investment Advisory, Inc. held 353,343 SCHJ 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 353,343 shares
    Change vs previous 13F +7,152 shares

    2.19% of the 13F portfolio, value $8,515,577.

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

  2. period ended2026-06-30
    13F 346,191 shares
    Change vs previous 13F +5,945 shares

    2.28% of the 13F portfolio, value $8,537,072.

    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 340,246 shares
    Change vs previous 13F +15,813 shares

    2.8% of the 13F portfolio, value $8,412,591.

    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 324,433 shares
    Change vs previous 13F +324,433 shares

    2.48% of the 13F portfolio, value $8,078,377.

    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 0 shares
    Change vs previous 13F -183,551 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 183,551 shares
    Change vs previous 13F +4,271 shares

    1.66% of the 13F portfolio, value $4,553,908.

    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 179,280 shares
    Change vs previous 13F +2,075 shares

    1.76% of the 13F portfolio, value $4,417,462.

    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 177,205 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $4,319,373.

    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).