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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: PTY 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 PTY, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 PTY shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -46,365 shares

    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).

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

  2. period ended2025-09-30
    13F 46,365 shares
    Change vs previous 13F +6,989 shares

    0.21% of the 13F portfolio, value $669,511.

    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).

  3. period ended2025-06-30
    13F 39,376 shares
    Change vs previous 13F +2,665 shares

    0.2% of the 13F portfolio, value $547,720.

    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).

  4. period ended2025-03-31
    13F 36,711 shares
    Change vs previous 13F +469 shares

    0.2% of the 13F portfolio, value $530,841.

    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).

  5. period ended2024-12-31
    13F 36,242 shares
    Change vs previous 13F +16,298 shares

    0.19% of the 13F portfolio, value $520,798.

    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).

  6. period ended2024-09-30
    13F 19,944 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $286,994.

    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).