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Disclosery

Cape Investment Advisory, Inc.: TFC position timeline

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

Cape Investment Advisory, Inc. held 10,211 TFC 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 10,211 shares
    Change vs previous 13F +1,086 shares

    0.12% of the 13F portfolio, value $472,765.

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

  2. period ended2026-06-30
    13F 9,125 shares
    Change vs previous 13F -807 shares

    0.12% of the 13F portfolio, value $454,588.

    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 9,932 shares
    Change vs previous 13F +3,817 shares

    0.15% of the 13F portfolio, value $456,587.

    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 6,115 shares
    Change vs previous 13F +1,012 shares

    0.09% of the 13F portfolio, value $300,901.

    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 5,103 shares
    Change vs previous 13F -708 shares

    0.23% of the 13F portfolio, value $233,303.

    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 5,811 shares
    Change vs previous 13F +521 shares

    0.09% of the 13F portfolio, value $249,798.

    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 5,290 shares
    Change vs previous 13F -54 shares

    0.09% of the 13F portfolio, value $217,702.

    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 5,344 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $231,816.

    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).