Position in TAP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,597
-$635 QoQ
Shares Held
41
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#553
of 612 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $96,111 across 6 Beverages - Brewers names. TAP ranks #6 (1.7% of the industry book) .
All Filings in TAP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,597 | 41 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $2,232 | 48 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,875 | 39 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,310 | 39 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,233 | 39 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,213 | 38 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,931 | 38 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,572 | 38 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $2,325 | 38 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,352 | 37 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $2,436 | 37 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $2,627 | 37 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||