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Cape Investment Advisory, Inc.: SPYV position timeline

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

Cape Investment Advisory, Inc. held 4,142 SPYV 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 4,142 shares
    Change vs previous 13F -978 shares

    0.07% of the 13F portfolio, value $253,201.

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

  2. period ended2026-06-30
    13F 5,120 shares
    Change vs previous 13F -554 shares

    0.08% of the 13F portfolio, value $311,245.

    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 5,674 shares
    Change vs previous 13F -1,057 shares

    0.11% of the 13F portfolio, value $321,035.

    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 6,731 shares
    Change vs previous 13F +3,085 shares

    0.12% of the 13F portfolio, value $382,388.

    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 3,646 shares
    Change vs previous 13F -2,745 shares

    0.2% of the 13F portfolio, value $201,733.

    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 6,391 shares
    Change vs previous 13F +246 shares

    0.12% of the 13F portfolio, value $334,505.

    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 6,145 shares
    Change vs previous 13F -832 shares

    0.13% of the 13F portfolio, value $313,825.

    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 6,977 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $356,804.

    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).