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Disclosery

Cape Investment Advisory, Inc.: SHY position timeline

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

Cape Investment Advisory, Inc. held 967 SHY 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 967 shares
    Change vs previous 13F -1,304 shares

    0.02% of the 13F portfolio, value $78,520.

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

  2. period ended2026-06-30
    13F 2,271 shares
    Change vs previous 13F -1,723 shares

    0.05% of the 13F portfolio, value $186,471.

    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 3,994 shares
    Change vs previous 13F -294 shares

    0.11% of the 13F portfolio, value $329,785.

    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 4,288 shares
    Change vs previous 13F -987 shares

    0.11% of the 13F portfolio, value $355,132.

    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 -679 shares

    0.43% of the 13F portfolio, value $437,614.

    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 5,954 shares
    Change vs previous 13F -188 shares

    0.18% of the 13F portfolio, value $493,348.

    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 6,142 shares
    Change vs previous 13F -1,146 shares

    0.2% of the 13F portfolio, value $508,128.

    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 7,288 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $597,470.

    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).