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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: PFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC on PFM, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 PFM shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -53,169 shares

    13F-HR 0001803229-26-000002 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 53,169 shares
    Change vs previous 13F -457 shares

    0.81% of the 13F portfolio, value $2,738,453.

    13F-HR 0001803229-26-000001 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 53,626 shares
    Change vs previous 13F -667 shares

    0.85% of the 13F portfolio, value $2,721,118.

    13F-HR 0001803229-25-000003 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 54,293 shares
    Change vs previous 13F -921 shares

    0.94% of the 13F portfolio, value $2,615,294.

    13F-HR 0001085146-25-003713 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 55,214 shares
    Change vs previous 13F -1,132 shares

    0.96% of the 13F portfolio, value $2,527,697.

    13F-HR 0001085146-25-002111 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 56,346 shares
    Change vs previous 13F +3,692 shares

    0.93% of the 13F portfolio, value $2,584,028.

    13F-HR 0001085146-25-000706 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 52,654 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,451,044.

    13F-HR 0001085146-24-004855 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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