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Disclosery

Capital Asset Advisory Services LLC: BUFB position timeline

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

Capital Asset Advisory Services LLC held 6,589 BUFB 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 6,589 shares
    Change vs previous 13F -2,207 shares

    0.01% of the 13F portfolio, value $259,014.

    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 8,796 shares
    Change vs previous 13F -8,211 shares

    0.01% of the 13F portfolio, value $334,335.

    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 17,007 shares
    Change vs previous 13F -435,843 shares

    0.03% of the 13F portfolio, value $627,558.

    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 452,850 shares
    Change vs previous 13F -28,541 shares

    0.7% of the 13F portfolio, value $16,184,859.

    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 481,391 shares
    Change vs previous 13F -99,109 shares

    0.76% of the 13F portfolio, value $16,299,887.

    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 580,500 shares
    Change vs previous 13F +100,523 shares

    0.94% of the 13F portfolio, value $18,385,480.

    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 479,977 shares
    Change vs previous 13F +64,838 shares

    0.77% of the 13F portfolio, value $15,608,708.

    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 415,139 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $13,147,452.

    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).