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Disclosery

Cape Investment Advisory, Inc.: SPTM position timeline

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

Cape Investment Advisory, Inc. held 21 SPTM 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 21 shares
    Change vs previous 13F -13,770 shares

    <0.01% of the 13F portfolio, value $1,933.

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

  2. period ended2026-06-30
    13F 13,791 shares
    Change vs previous 13F +1,561 shares

    0.33% of the 13F portfolio, value $1,252,085.

    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 12,230 shares
    Change vs previous 13F +2,928 shares

    0.32% of the 13F portfolio, value $966,904.

    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 9,302 shares
    Change vs previous 13F +1,099 shares

    0.24% of the 13F portfolio, value $767,416.

    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 8,203 shares
    Change vs previous 13F +1,935 shares

    0.65% of the 13F portfolio, value $661,572.

    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 6,268 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $469,411.

    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).