Position in RTO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$157,640
+$64,724 QoQ
Shares Held
5,510
+74.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#186
of 284 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $284,587 across 7 Specialty Business Services names. RTO ranks #1 (55.4% of the industry book) .
All Filings in RTO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,640 | 5,510 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $92,916 | 3,154 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $66,104 | 2,618 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $61,920 | 2,580 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $57,685 | 2,519 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $38,106 | 1,505 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $22,711 | 911 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,221 | 682 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $22,371 | 742 | Shares | Defined | 2024-06-21 | |
| No filing history on record for this holder in this stock. | ||||||