Capital Asset Advisory Services LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on BA, newest first. How the timeline and the estimate are built.
Capital Asset Advisory Services LLC held 3,771 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,771 sharesChange vs previous 13F +2,444 shares
0.03% of the 13F portfolio, value $816,308.
13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,327 sharesChange vs previous 13F -254 shares
0.01% of the 13F portfolio, value $298,681.
13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,581 sharesChange vs previous 13F -1,654 shares
0.01% of the 13F portfolio, value $363,474.
13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,235 sharesChange vs previous 13F +227 shares
0.03% of the 13F portfolio, value $698,119.
13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,008 sharesChange vs previous 13F +1,681 shares
0.03% of the 13F portfolio, value $630,960.
13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,327 sharesChange vs previous 13F -1,136 shares
0.01% of the 13F portfolio, value $223,608.
13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,463 sharesChange vs previous 13F -66 shares
0.02% of the 13F portfolio, value $418,392.
13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,529 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $391,045.
13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).