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Capital Asset Advisory Services LLC: BUFD position timeline

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

Capital Asset Advisory Services LLC held 1,010,755 BUFD 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 1,010,755 shares
    Change vs previous 13F +108,794 shares

    1.09% of the 13F portfolio, value $30,039,637.

    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 901,961 shares
    Change vs previous 13F +97,971 shares

    1% of the 13F portfolio, value $26,165,881.

    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 803,990 shares
    Change vs previous 13F +52,199 shares

    0.92% of the 13F portfolio, value $22,817,224.

    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 751,791 shares
    Change vs previous 13F +13,176 shares

    0.9% of the 13F portfolio, value $20,779,508.

    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 738,615 shares
    Change vs previous 13F +30,808 shares

    0.92% of the 13F portfolio, value $19,588,057.

    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 707,807 shares
    Change vs previous 13F -5,346 shares

    0.91% of the 13F portfolio, value $17,765,961.

    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 713,153 shares
    Change vs previous 13F +8,798 shares

    0.9% of the 13F portfolio, value $18,285,249.

    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 704,355 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $17,615,912.

    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).