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Capital Asset Advisory Services LLC: AAPL position timeline

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

Capital Asset Advisory Services LLC held 182,441 AAPL 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 182,441 shares
    Change vs previous 13F +1,784 shares

    1.91% of the 13F portfolio, value $52,791,028.

    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 180,657 shares
    Change vs previous 13F +6,374 shares

    1.89% of the 13F portfolio, value $49,328,520.

    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 174,283 shares
    Change vs previous 13F -3,248 shares

    1.84% of the 13F portfolio, value $45,724,820.

    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 177,531 shares
    Change vs previous 13F -7,946 shares

    1.95% of the 13F portfolio, value $45,204,807.

    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 185,477 shares
    Change vs previous 13F +48,140 shares

    1.8% of the 13F portfolio, value $38,545,859.

    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 137,337 shares
    Change vs previous 13F -12,052 shares

    1.57% of the 13F portfolio, value $30,748,336.

    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 149,389 shares
    Change vs previous 13F -2,090 shares

    1.79% of the 13F portfolio, value $36,355,256.

    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 151,479 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $34,199,345.

    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).