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Capital Asset Advisory Services LLC: ABT position timeline

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

Capital Asset Advisory Services LLC held 63,334 ABT 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 63,334 shares
    Change vs previous 13F +24,849 shares

    0.21% of the 13F portfolio, value $5,746,971.

    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 38,485 shares
    Change vs previous 13F -5,853 shares

    0.14% of the 13F portfolio, value $3,694,591.

    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 44,338 shares
    Change vs previous 13F +1,212 shares

    0.23% of the 13F portfolio, value $5,665,534.

    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 43,126 shares
    Change vs previous 13F +12,276 shares

    0.25% of the 13F portfolio, value $5,776,338.

    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 30,850 shares
    Change vs previous 13F +1,148 shares

    0.2% of the 13F portfolio, value $4,203,579.

    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 29,702 shares
    Change vs previous 13F -30 shares

    0.2% of the 13F portfolio, value $3,918,551.

    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 29,732 shares
    Change vs previous 13F +984 shares

    0.17% of the 13F portfolio, value $3,384,441.

    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 28,748 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,295,351.

    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).