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Disclosery

Capital Asset Advisory Services LLC: BND position timeline

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

Capital Asset Advisory Services LLC held 531,709 BND 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 531,709 shares
    Change vs previous 13F -2,005 shares

    1.41% of the 13F portfolio, value $39,032,777.

    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 533,714 shares
    Change vs previous 13F +240,150 shares

    1.52% of the 13F portfolio, value $39,500,141.

    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 293,564 shares
    Change vs previous 13F -957 shares

    0.88% of the 13F portfolio, value $21,776,553.

    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 294,521 shares
    Change vs previous 13F -4,557 shares

    0.95% of the 13F portfolio, value $21,903,524.

    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 299,078 shares
    Change vs previous 13F -5,081 shares

    1.03% of the 13F portfolio, value $21,934,365.

    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 304,159 shares
    Change vs previous 13F -13,280 shares

    1.14% of the 13F portfolio, value $22,319,161.

    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 317,439 shares
    Change vs previous 13F -1,102 shares

    1.12% of the 13F portfolio, value $22,807,980.

    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 318,541 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $23,584,798.

    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).