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Disclosery

Cape Investment Advisory, Inc.: V position timeline

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

Cape Investment Advisory, Inc. held 5,267 V 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 5,267 shares
    Change vs previous 13F -521 shares

    0.49% of the 13F portfolio, value $1,892,585.

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

  2. period ended2026-06-30
    13F 5,788 shares
    Change vs previous 13F -462 shares

    0.53% of the 13F portfolio, value $1,985,861.

    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 6,250 shares
    Change vs previous 13F +1,099 shares

    0.63% of the 13F portfolio, value $1,889,083.

    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 5,151 shares
    Change vs previous 13F +484 shares

    0.56% of the 13F portfolio, value $1,805,906.

    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 4,667 shares
    Change vs previous 13F -363 shares

    1.57% of the 13F portfolio, value $1,593,287.

    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 5,030 shares
    Change vs previous 13F -559 shares

    0.65% of the 13F portfolio, value $1,785,830.

    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 5,589 shares
    Change vs previous 13F -154 shares

    0.78% of the 13F portfolio, value $1,958,758.

    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 5,743 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,815,152.

    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).