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Capital Asset Advisory Services LLC: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on AAAU, newest first. How the timeline and the estimate are built.

Capital Asset Advisory Services LLC held 69,211 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,211 shares
    Change vs previous 13F +1,662 shares

    0.1% of the 13F portfolio, value $2,738,686.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 67,549 shares
    Change vs previous 13F -1,078 shares

    0.12% of the 13F portfolio, value $3,206,535.

    13F-HR 0001941040-26-000267 filed by Capital Asset 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 ended2025-12-31
    13F 68,627 shares
    Change vs previous 13F -15,281 shares

    0.12% of the 13F portfolio, value $3,042,906.

    13F-HR 0001941040-26-000010 filed by Capital Asset 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 ended2025-09-30
    13F 83,908 shares
    Change vs previous 13F +1,062 shares

    0.14% of the 13F portfolio, value $3,198,560.

    13F-HR 0001941040-25-000533 filed by Capital Asset 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 ended2025-06-30
    13F 82,846 shares
    Change vs previous 13F -14,200 shares

    0.13% of the 13F portfolio, value $2,731,443.

    13F-HR 0001941040-25-000332 filed by Capital Asset 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 ended2025-03-31
    13F 97,046 shares
    Change vs previous 13F -9,401 shares

    0.15% of the 13F portfolio, value $2,996,286.

    13F-HR 0001941040-25-000196 filed by Capital Asset 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 ended2024-12-31
    13F 106,447 shares
    Change vs previous 13F -3,434 shares

    0.14% of the 13F portfolio, value $2,777,202.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 109,881 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,850,313.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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