Skip to content
Disclosery

Cape Investment Advisory, Inc.: WFC position timeline

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

Cape Investment Advisory, Inc. held 9,065 WFC 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 9,065 shares
    Change vs previous 13F -140 shares

    0.19% of the 13F portfolio, value $725,664.

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

  2. period ended2026-06-30
    13F 9,205 shares
    Change vs previous 13F +60 shares

    0.2% of the 13F portfolio, value $760,687.

    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 9,145 shares
    Change vs previous 13F +188 shares

    0.24% of the 13F portfolio, value $727,997.

    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 8,957 shares
    Change vs previous 13F +786 shares

    0.26% of the 13F portfolio, value $834,816.

    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 8,171 shares
    Change vs previous 13F +307 shares

    0.67% of the 13F portfolio, value $684,893.

    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 7,864 shares
    Change vs previous 13F +178 shares

    0.23% of the 13F portfolio, value $630,064.

    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 7,686 shares
    Change vs previous 13F +78 shares

    0.22% of the 13F portfolio, value $551,778.

    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 7,608 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $534,386.

    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).