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Capital Asset Advisory Services LLC: AGG position timeline

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

Capital Asset Advisory Services LLC held 1,659,794 AGG 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 1,659,794 shares
    Change vs previous 13F +42,223 shares

    5.95% of the 13F portfolio, value $164,286,399.

    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 1,617,571 shares
    Change vs previous 13F -154,997 shares

    6.2% of the 13F portfolio, value $161,498,334.

    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 1,772,568 shares
    Change vs previous 13F +141,584 shares

    7.13% of the 13F portfolio, value $177,292,298.

    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 1,630,984 shares
    Change vs previous 13F +34,366 shares

    7.06% of the 13F portfolio, value $163,506,196.

    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 1,596,618 shares
    Change vs previous 13F +12,784 shares

    7.38% of the 13F portfolio, value $157,729,861.

    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 1,583,834 shares
    Change vs previous 13F -40,441 shares

    7.98% of the 13F portfolio, value $156,561,954.

    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 1,624,275 shares
    Change vs previous 13F +11,516 shares

    7.74% of the 13F portfolio, value $157,246,087.

    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 1,612,759 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $160,937,209.

    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).