Position in SDGR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,250
New position
Shares Held
200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $394,086 across 5 Health Information Services names. SDGR ranks #3 (0.8% of the industry book) .
All Filings in SDGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,250 | 200 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||