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Disclosery

Capital Asset Advisory Services LLC: CL position timeline

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

Capital Asset Advisory Services LLC held 28,230 CL 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 28,230 shares
    Change vs previous 13F +1,826 shares

    0.09% of the 13F portfolio, value $2,588,148.

    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 26,404 shares
    Change vs previous 13F +676 shares

    0.08% of the 13F portfolio, value $2,205,495.

    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 25,728 shares
    Change vs previous 13F +1,488 shares

    0.08% of the 13F portfolio, value $1,986,228.

    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 24,240 shares
    Change vs previous 13F +1,034 shares

    0.08% of the 13F portfolio, value $1,937,720.

    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 23,206 shares
    Change vs previous 13F -312 shares

    0.1% of the 13F portfolio, value $2,135,898.

    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 23,518 shares
    Change vs previous 13F +8,869 shares

    0.11% of the 13F portfolio, value $2,200,135.

    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 14,649 shares
    Change vs previous 13F +398 shares

    0.07% of the 13F portfolio, value $1,320,592.

    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 14,251 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,433,408.

    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).