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Disclosery

HF Advisory Group, LLC: CAPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HF Advisory Group, LLC on CAPE, newest first. How the timeline and the estimate are built.

HF Advisory Group, LLC held 156,526 CAPE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 156,526 shares
    Change vs previous 13F +6,886 shares

    1.44% of the 13F portfolio, value $4,836,711.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 149,640 shares
    Change vs previous 13F +11,951 shares

    1.5% of the 13F portfolio, value $4,853,957.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    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 137,689 shares
    Change vs previous 13F +10,336 shares

    1.45% of the 13F portfolio, value $4,248,119.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    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/A 127,353 shares
    Change vs previous 13F +7,838 shares

    1.43% of the 13F portfolio, value $4,105,359.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    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 119,515 shares
    Change vs previous 13F -574 shares

    1.43% of the 13F portfolio, value $3,893,790.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    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 120,089 shares
    Change vs previous 13F +6,176 shares

    1.51% of the 13F portfolio, value $3,820,052.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    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 113,913 shares
    Change vs previous 13F +5,215 shares

    1.51% of the 13F portfolio, value $3,461,812.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    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 108,698 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,257,369.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).