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Disclosery

Cape Investment Advisory, Inc.: XLF position timeline

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

Cape Investment Advisory, Inc. held 5,675 XLF 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 5,675 shares
    Change vs previous 13F +3,709 shares

    0.08% of the 13F portfolio, value $303,057.

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

  2. period ended2026-06-30
    13F 1,966 shares
    Change vs previous 13F -3,737 shares

    0.03% of the 13F portfolio, value $105,394.

    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 5,703 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $281,581.

    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 5,720 shares
    Change vs previous 13F +192 shares

    0.1% of the 13F portfolio, value $313,305.

    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 5,528 shares
    Change vs previous 13F -313 shares

    0.29% of the 13F portfolio, value $297,791.

    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 5,841 shares
    Change vs previous 13F +69 shares

    0.11% of the 13F portfolio, value $305,872.

    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 5,772 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $287,514.

    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 5,872 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $283,783.

    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).