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Capital Asset Advisory Services LLC: COWZ position timeline

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

Capital Asset Advisory Services LLC held 991,806 COWZ 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 991,806 shares
    Change vs previous 13F +41,775 shares

    2.23% of the 13F portfolio, value $61,690,355.

    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 950,031 shares
    Change vs previous 13F -25,813 shares

    2.3% of the 13F portfolio, value $60,022,982.

    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 975,844 shares
    Change vs previous 13F +17,863 shares

    2.42% of the 13F portfolio, value $60,082,704.

    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 957,981 shares
    Change vs previous 13F -37,283 shares

    2.38% of the 13F portfolio, value $55,055,142.

    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 995,264 shares
    Change vs previous 13F +64,300 shares

    2.61% of the 13F portfolio, value $55,834,322.

    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 930,964 shares
    Change vs previous 13F +1,620 shares

    2.6% of the 13F portfolio, value $51,109,899.

    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 929,344 shares
    Change vs previous 13F +26,848 shares

    2.61% of the 13F portfolio, value $52,972,630.

    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 902,496 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $52,073,997.

    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).