Position in RS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,603
+$3,293 QoQ
Shares Held
15
+87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 681 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $18,108 across 3 Steel names. RS ranks #2 (30.9% of the industry book) .
All Filings in RS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,603 | 15 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $2,310 | 8 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,245 | 8 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||