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Disclosery

Cape Investment Advisory, Inc.: SPYM position timeline

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

Cape Investment Advisory, Inc. held 16,959 SPYM 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 16,959 shares
    Change vs previous 13F -29,122 shares

    0.39% of the 13F portfolio, value $1,522,224.

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

  2. period ended2026-06-30
    13F 46,081 shares
    Change vs previous 13F +1,994 shares

    1.08% of the 13F portfolio, value $4,049,619.

    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 44,087 shares
    Change vs previous 13F +6,513 shares

    1.12% of the 13F portfolio, value $3,374,463.

    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 37,574 shares
    Change vs previous 13F +14,880 shares

    0.93% of the 13F portfolio, value $3,014,216.

    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 22,694 shares
    Change vs previous 13F -5,403 shares

    1.75% of the 13F portfolio, value $1,777,828.

    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 28,097 shares
    Change vs previous 13F -5,122 shares

    0.75% of the 13F portfolio, value $2,042,364.

    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 33,219 shares
    Change vs previous 13F +5,927 shares

    0.87% of the 13F portfolio, value $2,184,482.

    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 27,292 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,881,478.

    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).