Skip to content
Disclosery

Capital Asset Advisory Services LLC: C position timeline

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

Capital Asset Advisory Services LLC held 27,549 C 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 27,549 shares
    Change vs previous 13F +818 shares

    0.14% of the 13F portfolio, value $3,855,835.

    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 26,731 shares
    Change vs previous 13F -9,815 shares

    0.14% of the 13F portfolio, value $3,556,528.

    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 36,546 shares
    Change vs previous 13F -1,412 shares

    0.18% of the 13F portfolio, value $4,476,890.

    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 37,958 shares
    Change vs previous 13F -1,999 shares

    0.17% of the 13F portfolio, value $3,852,700.

    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 39,957 shares
    Change vs previous 13F -433 shares

    0.16% of the 13F portfolio, value $3,447,129.

    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 40,390 shares
    Change vs previous 13F -6,653 shares

    0.15% of the 13F portfolio, value $2,898,360.

    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 47,043 shares
    Change vs previous 13F +730 shares

    0.16% of the 13F portfolio, value $3,340,022.

    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 46,313 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,928,842.

    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).