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Cape Investment Advisory, Inc.: VCRB position timeline

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

Cape Investment Advisory, Inc. held 2,674 VCRB 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 2,674 shares
    Change vs previous 13F -300 shares

    0.05% of the 13F portfolio, value $196,860.

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

  2. period ended2026-06-30
    13F 2,974 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $229,690.

    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 3,152 shares
    Change vs previous 13F -467 shares

    0.08% of the 13F portfolio, value $243,902.

    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 3,619 shares
    Change vs previous 13F +393 shares

    0.09% of the 13F portfolio, value $281,902.

    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 3,226 shares
    Change vs previous 13F +501 shares

    0.25% of the 13F portfolio, value $252,951.

    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 2,725 shares
    Change vs previous 13F +2,528 shares

    0.08% of the 13F portfolio, value $211,406.

    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 197 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,254.

    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).