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Disclosery

Cape Investment Advisory, Inc.: VWO position timeline

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

Cape Investment Advisory, Inc. held 8,794 VWO 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 8,794 shares
    Change vs previous 13F -141 shares

    0.13% of the 13F portfolio, value $521,557.

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

  2. period ended2026-06-30
    13F 8,935 shares
    Change vs previous 13F -489 shares

    0.14% of the 13F portfolio, value $533,331.

    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 9,424 shares
    Change vs previous 13F +408 shares

    0.17% of the 13F portfolio, value $509,386.

    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 9,016 shares
    Change vs previous 13F +2,776 shares

    0.15% of the 13F portfolio, value $484,700.

    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 6,240 shares
    Change vs previous 13F -1,132 shares

    0.33% of the 13F portfolio, value $338,034.

    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 7,372 shares
    Change vs previous 13F +115 shares

    0.13% of the 13F portfolio, value $364,623.

    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 7,257 shares
    Change vs previous 13F +3,673 shares

    0.13% of the 13F portfolio, value $328,456.

    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 3,584 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $157,829.

    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).