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Disclosery

Cape Investment Advisory, Inc.: TSLA position timeline

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

Cape Investment Advisory, Inc. held 1,217 TSLA 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 1,217 shares
    Change vs previous 13F -109 shares

    0.11% of the 13F portfolio, value $431,953.

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

  2. period ended2026-06-30
    13F 1,326 shares
    Change vs previous 13F +118 shares

    0.15% of the 13F portfolio, value $557,893.

    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 1,208 shares
    Change vs previous 13F +110 shares

    0.15% of the 13F portfolio, value $449,045.

    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 1,098 shares
    Change vs previous 13F +604 shares

    0.15% of the 13F portfolio, value $493,663.

    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 494 shares
    Change vs previous 13F -522 shares

    0.22% of the 13F portfolio, value $219,691.

    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 1,016 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $322,651.

    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 1,001 shares
    Change vs previous 13F -331 shares

    0.1% of the 13F portfolio, value $259,344.

    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 1,332 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $537,779.

    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).