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Capital Asset Advisory Services LLC: ACN position timeline

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

Capital Asset Advisory Services LLC held 34,233 ACN 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 34,233 shares
    Change vs previous 13F +16,150 shares

    0.15% of the 13F portfolio, value $4,259,940.

    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 18,083 shares
    Change vs previous 13F -2,166 shares

    0.14% of the 13F portfolio, value $3,527,343.

    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 20,249 shares
    Change vs previous 13F +2,178 shares

    0.22% of the 13F portfolio, value $5,587,217.

    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 18,071 shares
    Change vs previous 13F +4,105 shares

    0.19% of the 13F portfolio, value $4,456,377.

    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 13,966 shares
    Change vs previous 13F +1,261 shares

    0.2% of the 13F portfolio, value $4,226,382.

    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 12,705 shares
    Change vs previous 13F +704 shares

    0.2% of the 13F portfolio, value $4,019,039.

    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 12,001 shares
    Change vs previous 13F +322 shares

    0.21% of the 13F portfolio, value $4,246,388.

    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 11,679 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,209,041.

    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).