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Disclosery

Cape Investment Advisory, Inc.: SPY position timeline

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

Cape Investment Advisory, Inc. held 8,551 SPY 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 8,551 shares
    Change vs previous 13F +43 shares

    1.68% of the 13F portfolio, value $6,521,367.

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

  2. period ended2026-06-30
    13F 8,508 shares
    Change vs previous 13F +439 shares

    1.7% of the 13F portfolio, value $6,353,188.

    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 8,069 shares
    Change vs previous 13F +250 shares

    1.75% of the 13F portfolio, value $5,247,696.

    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 7,819 shares
    Change vs previous 13F +6,580 shares

    1.64% of the 13F portfolio, value $5,332,043.

    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 1,239 shares
    Change vs previous 13F -5,371 shares

    0.81% of the 13F portfolio, value $825,319.

    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 6,610 shares
    Change vs previous 13F +695 shares

    1.49% of the 13F portfolio, value $4,084,199.

    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 5,915 shares
    Change vs previous 13F -120 shares

    1.32% of the 13F portfolio, value $3,308,621.

    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 6,035 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,536,869.

    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).