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Capital Asset Advisory Services LLC: BIL position timeline

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

Capital Asset Advisory Services LLC held 654,789 BIL 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 654,789 shares
    Change vs previous 13F +21,676 shares

    2.17% of the 13F portfolio, value $60,004,951.

    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 633,113 shares
    Change vs previous 13F +89,565 shares

    2.22% of the 13F portfolio, value $57,967,822.

    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 543,548 shares
    Change vs previous 13F -189,482 shares

    2% of the 13F portfolio, value $49,696,563.

    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 733,030 shares
    Change vs previous 13F +18,915 shares

    2.9% of the 13F portfolio, value $67,255,507.

    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 714,115 shares
    Change vs previous 13F +12,268 shares

    3.05% of the 13F portfolio, value $65,298,636.

    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 701,847 shares
    Change vs previous 13F -78,105 shares

    3.27% of the 13F portfolio, value $64,176,853.

    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 779,952 shares
    Change vs previous 13F +15,540 shares

    3.51% of the 13F portfolio, value $71,334,420.

    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 764,412 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $69,966,602.

    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).