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Capital Asset Advisory Services LLC: AMAT position timeline

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

Capital Asset Advisory Services LLC held 17,563 AMAT 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 17,563 shares
    Change vs previous 13F -224 shares

    0.46% of the 13F portfolio, value $12,698,098.

    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 17,787 shares
    Change vs previous 13F -5,985 shares

    0.27% of the 13F portfolio, value $6,965,608.

    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 23,772 shares
    Change vs previous 13F -3,800 shares

    0.28% of the 13F portfolio, value $7,036,611.

    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 27,572 shares
    Change vs previous 13F +718 shares

    0.24% of the 13F portfolio, value $5,645,053.

    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 26,854 shares
    Change vs previous 13F +2,187 shares

    0.23% of the 13F portfolio, value $4,934,770.

    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 24,667 shares
    Change vs previous 13F +5,212 shares

    0.19% of the 13F portfolio, value $3,644,477.

    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 19,455 shares
    Change vs previous 13F +1,848 shares

    0.16% of the 13F portfolio, value $3,308,501.

    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 17,607 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,536,910.

    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).