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Disclosery

Cape Investment Advisory, Inc.: XTL position timeline

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

Cape Investment Advisory, Inc. held 1,555 XTL 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 1,555 shares
    Change vs previous 13F +1,142 shares

    0.08% of the 13F portfolio, value $315,649.

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

  2. period ended2026-06-30
    13F 413 shares
    Change vs previous 13F -1,142 shares

    0.03% of the 13F portfolio, value $93,953.

    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 1,555 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $292,433.

    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 1,565 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $239,789.

    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 1,590 shares
    Change vs previous 13F -185 shares

    0.22% of the 13F portfolio, value $222,473.

    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 1,775 shares
    Change vs previous 13F -28 shares

    0.08% of the 13F portfolio, value $208,230.

    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 1,803 shares
    Change vs previous 13F -21 shares

    0.07% of the 13F portfolio, value $180,209.

    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 1,824 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $195,241.

    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).