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Disclosery

Cape Investment Advisory, Inc.: VOO position timeline

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

Cape Investment Advisory, Inc. held 1,722 VOO 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 1,722 shares
    Change vs previous 13F +219 shares

    0.31% of the 13F portfolio, value $1,206,990.

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

  2. period ended2026-06-30
    13F 1,503 shares
    Change vs previous 13F -72 shares

    0.28% of the 13F portfolio, value $1,032,610.

    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 1,575 shares
    Change vs previous 13F +160 shares

    0.31% of the 13F portfolio, value $940,984.

    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 1,415 shares
    Change vs previous 13F +678 shares

    0.27% of the 13F portfolio, value $887,336.

    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 737 shares
    Change vs previous 13F -535 shares

    0.44% of the 13F portfolio, value $451,345.

    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 1,272 shares
    Change vs previous 13F +270 shares

    0.26% of the 13F portfolio, value $722,669.

    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 1,002 shares
    Change vs previous 13F -148 shares

    0.21% of the 13F portfolio, value $515,170.

    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 1,150 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $619,477.

    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).