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Disclosery

Cape Investment Advisory, Inc.: XLV position timeline

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

Cape Investment Advisory, Inc. held 3,137 XLV 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 3,137 shares
    Change vs previous 13F +1,712 shares

    0.14% of the 13F portfolio, value $528,278.

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

  2. period ended2026-06-30
    13F 1,425 shares
    Change vs previous 13F -1,791 shares

    0.06% of the 13F portfolio, value $226,168.

    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 3,216 shares
    Change vs previous 13F +114 shares

    0.16% of the 13F portfolio, value $471,468.

    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 3,102 shares
    Change vs previous 13F +644 shares

    0.15% of the 13F portfolio, value $480,220.

    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 2,458 shares
    Change vs previous 13F -530 shares

    0.34% of the 13F portfolio, value $342,080.

    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 2,988 shares
    Change vs previous 13F +24 shares

    0.15% of the 13F portfolio, value $402,720.

    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 2,964 shares
    Change vs previous 13F +126 shares

    0.17% of the 13F portfolio, value $432,764.

    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 2,838 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $390,483.

    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).