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Disclosery

Cape Investment Advisory, Inc.: T position timeline

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

Cape Investment Advisory, Inc. held 28,469 T 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 28,469 shares
    Change vs previous 13F +3,329 shares

    0.18% of the 13F portfolio, value $694,638.

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

  2. period ended2026-06-30
    13F 25,140 shares
    Change vs previous 13F -332 shares

    0.14% of the 13F portfolio, value $520,395.

    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 25,472 shares
    Change vs previous 13F +13,634 shares

    0.25% of the 13F portfolio, value $738,424.

    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 11,838 shares
    Change vs previous 13F +8,628 shares

    0.09% of the 13F portfolio, value $294,062.

    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 3,210 shares
    Change vs previous 13F -8,799 shares

    0.09% of the 13F portfolio, value $90,650.

    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 12,009 shares
    Change vs previous 13F -227 shares

    0.13% of the 13F portfolio, value $347,529.

    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 12,236 shares
    Change vs previous 13F +4,153 shares

    0.14% of the 13F portfolio, value $346,022.

    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 8,083 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $184,057.

    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).