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Disclosery

Cape Investment Advisory, Inc.: SPDW position timeline

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

Cape Investment Advisory, Inc. held 14,459 SPDW 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 14,459 shares
    Change vs previous 13F +23 shares

    0.19% of the 13F portfolio, value $725,979.

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

  2. period ended2026-06-30
    13F 14,436 shares
    Change vs previous 13F -676 shares

    0.19% of the 13F portfolio, value $727,422.

    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 15,112 shares
    Change vs previous 13F -12 shares

    0.23% of the 13F portfolio, value $689,869.

    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 15,124 shares
    Change vs previous 13F +15,113 shares

    0.21% of the 13F portfolio, value $671,675.

    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 11 shares
    Change vs previous 13F -7,419 shares

    <0.01% of the 13F portfolio, value $465.

    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 7,430 shares
    Change vs previous 13F -1,427 shares

    0.11% of the 13F portfolio, value $300,851.

    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 8,857 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $322,471.

    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 8,851 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $302,085.

    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).