Skip to content
Disclosery

Cape Investment Advisory, Inc.: VB position timeline

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

Cape Investment Advisory, Inc. held 2,683 VB 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 2,683 shares
    Change vs previous 13F -1 shares

    0.2% of the 13F portfolio, value $763,196.

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

  2. period ended2026-06-30
    13F 2,684 shares
    Change vs previous 13F +176 shares

    0.22% of the 13F portfolio, value $813,448.

    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 2,508 shares
    Change vs previous 13F +241 shares

    0.22% of the 13F portfolio, value $656,797.

    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 2,267 shares
    Change vs previous 13F +47 shares

    0.18% of the 13F portfolio, value $584,693.

    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 2,220 shares
    Change vs previous 13F +140 shares

    0.56% of the 13F portfolio, value $564,473.

    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 2,080 shares
    Change vs previous 13F +152 shares

    0.18% of the 13F portfolio, value $493,010.

    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 1,928 shares
    Change vs previous 13F +129 shares

    0.17% of the 13F portfolio, value $427,458.

    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 1,799 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $432,334.

    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).