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Disclosery

Cape Investment Advisory, Inc.: VZ position timeline

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

Cape Investment Advisory, Inc. held 27,359 VZ 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 27,359 shares
    Change vs previous 13F +6,425 shares

    0.32% of the 13F portfolio, value $1,254,967.

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

  2. period ended2026-06-30
    13F 20,934 shares
    Change vs previous 13F -207 shares

    0.24% of the 13F portfolio, value $886,341.

    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 21,141 shares
    Change vs previous 13F +115 shares

    0.35% of the 13F portfolio, value $1,061,271.

    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 21,026 shares
    Change vs previous 13F +14,740 shares

    0.26% of the 13F portfolio, value $856,381.

    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 6,286 shares
    Change vs previous 13F -14,001 shares

    0.27% of the 13F portfolio, value $276,263.

    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 20,287 shares
    Change vs previous 13F +486 shares

    0.32% of the 13F portfolio, value $877,798.

    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 19,801 shares
    Change vs previous 13F +1,535 shares

    0.36% of the 13F portfolio, value $898,186.

    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 18,266 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $730,450.

    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).